Filed May 17, 1989
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,445 | $185,822-44.3% | $169,993-39.1% | $139,434-25.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.88% | 60.50%-45.6pp | 53.37%-38.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,347 | $7,590-55.9% | $6,785-50.7% | $4,751-29.6% |
| Participant deferral / active EE | $6,919 | $11,622-40.5% | $10,408-33.5% | $6,710+3.1% |
| Admin fee / account holder | $1,097 | $15,381-92.9% | $12,815-91.4% | $11,403-90.4% |