Filed September 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,113 | $71,883-16.4% | $86,677-30.6% | $68,494-12.2% |
| Participation rate | 87.8% | 72.2%+15.5pp | 76.6%+11.2pp | 67.9%+19.9pp |
| Annual return | -17.11% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,127 | $3,779+35.7% | $4,656+10.1% | $4,027+27.3% |
| Admin fee / account holder | $7,018 | $6,112+14.8% | $7,493-6.3% | $5,403+29.9% |