Filed September 7, 1990
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 | $99,872 | $100,773-0.9% | $88,946+12.3% | $142,382-29.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.89% | 70.18%-57.3pp | 57.82%-44.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,261 | $2,918+11.8% | $2,555+27.6% | $4,299-24.1% |
| Participant deferral / active EE | $8,901 | $5,230+70.2% | $4,581+94.3% | $6,507+36.8% |
| Admin fee / account holder | $22,586 | $9,693+133.0% | $8,261+173.4% | $12,624+78.9% |