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 | $62,380 | $86,929-28.2% | $102,423-39.1% | $80,856-22.9% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 11.27% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,873 | $2,369+21.3% | $3,023-5.0% | $2,755+4.3% |
| Participant deferral / active EE | $3,989 | $4,118-3.2% | $5,053-21.1% | $4,296-7.2% |
| Admin fee / account holder | $4,101 | $8,049-49.0% | $9,451-56.6% | $6,918-40.7% |