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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,307 | $67,606+137.1% | $82,313+94.8% | $70,131+128.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.69% | 21.57%-8.9pp | 25.88%-13.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $4,841 | $1,755+175.9% | $2,428+99.4% | $2,342+106.7% |
| Participant deferral / active EE | $8,197 | $2,987+174.4% | $3,706+121.2% | $3,332+146.0% |
| Admin fee / account holder | $22,927 | $4,512+408.1% | $5,608+308.8% | $4,645+393.6% |