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 | $120,241 | $201,272-40.3% | $184,203-34.7% | $145,922-17.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.76% | 29.00%-19.2pp | 28.81%-19.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,468 | $7,022-50.6% | $6,427-46.0% | $4,660-25.6% |
| Participant deferral / active EE | $7,696 | $9,806-21.5% | $9,131-15.7% | $6,688+15.1% |
| Admin fee / account holder | $1,330 | $16,364-91.9% | $13,901-90.4% | $13,397-90.1% |