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 | $191,453 | $80,968+136.5% | $96,544+98.3% | $75,163+154.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.08% | 27.06%-10.0pp | 25.84%-8.8pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,930 | $2,282+159.9% | $2,965+100.0% | $2,670+122.1% |
| Participant deferral / active EE | $10,884 | $3,928+177.1% | $4,851+124.4% | $4,125+163.8% |
| Admin fee / account holder | $46,546 | $6,724+592.2% | $8,252+464.0% | $5,651+723.7% |