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 | $159,322 | $72,492+119.8% | $87,100+82.9% | $72,985+118.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.32% | 24.46%-7.1pp | 28.19%-10.9pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,595 | $1,894+37.0% | $2,521+2.9% | $2,440+6.4% |
| Participant deferral / active EE | $8,890 | $3,270+171.9% | $4,049+119.6% | $3,607+146.4% |
| Admin fee / account holder | $66,517 | $5,055+1215.9% | $7,497+787.3% | $5,124+1198.1% |