Filed May 30, 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 | $248,403 | $135,952+82.7% | $123,892+100.5% | $273,961-9.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 4.72% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,049 | $5,170-79.7% | $4,617-77.3% | $4,869-78.5% |
| Participant deferral / active EE | $8,566 | $6,343+35.1% | $5,984+43.1% | $5,287+62.0% |
| Admin fee / account holder | $7,281 | $9,817-25.8% | $8,357-12.9% | $10,132-28.1% |