Filed September 18, 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 | $83,381 | $140,588-40.7% | $123,104-32.3% | $125,391-33.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.27% | 16.80%-19.1pp | 13.22%-15.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,612 | $6,041-40.2% | $5,151-29.9% | $4,866-25.8% |
| Participant deferral / active EE | $2,767 | $6,980-60.4% | $6,230-55.6% | $5,352-48.3% |
| Admin fee / account holder | $1,055 | $11,198-90.6% | $9,015-88.3% | $9,540-88.9% |