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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,947 | $153,772-38.3% | $133,980-29.1% | $273,961-65.3% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 8.26% | 36.51%-28.2pp | 29.30%-21.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,936 | $6,029-51.3% | $5,211-43.7% | $4,869-39.7% |
| Participant deferral / active EE | $2,174 | $6,958-68.8% | $6,282-65.4% | $5,287-58.9% |
| Admin fee / account holder | $1,096 | $11,765-90.7% | $9,324-88.2% | $10,132-89.2% |