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 | $213,793 | $86,929+145.9% | $102,423+108.7% | $80,856+164.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.14% | 18.88%-7.7pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $7,532 | $2,369+217.9% | $3,023+149.1% | $2,755+173.4% |
| Participant deferral / active EE | $10,284 | $4,118+149.7% | $5,053+103.5% | $4,296+139.4% |
| Admin fee / account holder | $7,396 | $8,049-8.1% | $9,451-21.7% | $6,918+6.9% |