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 | $75,358 | $171,865-56.2% | $149,718-49.7% | $147,584-48.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 13.48% | 2113.22%-2099.7pp | 1501.63%-1488.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,588 | $6,275-58.8% | $5,445-52.5% | $4,876-46.9% |
| Participant deferral / active EE | $1,993 | $7,271-72.6% | $6,569-69.7% | $5,439-63.4% |
| Admin fee / account holder | $816 | $13,799-94.1% | $11,283-92.8% | $10,885-92.5% |