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 | $191,708 | $71,883+166.7% | $86,677+121.2% | $68,494+179.9% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -17.85% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,395 | $2,173+10.2% | $2,836-15.6% | $2,596-7.8% |
| Participant deferral / active EE | $11,177 | $3,779+195.8% | $4,656+140.1% | $4,027+177.5% |
| Admin fee / account holder | $8,382 | $6,112+37.1% | $7,493+11.9% | $5,403+55.1% |