Filed December 5, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,529 | $56,199+146.5% | $67,652+104.8% | $59,632+132.3% |
| Participation rate | 97.4% | 71.5%+25.9pp | 75.7%+21.7pp | 68.7%+28.7pp |
| Annual return | -2.51% | 18505.31%-18507.8pp | 6625.04%-6627.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $2,405 | $1,614+49.0% | $2,266+6.2% | $2,203+9.2% |
| Participant deferral / active EE | $8,120 | $2,844+185.6% | $3,560+128.1% | $3,192+154.4% |
| Admin fee / account holder | $22,637 | $3,958+471.9% | $4,821+369.6% | $4,297+426.8% |