Filed November 27, 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 | $97,997 | $57,354+70.9% | $83,848+16.9% | $64,186+52.7% |
| Participation rate | 77.0% | 68.6%+8.4pp | 76.1%+0.9pp | 69.6%+7.5pp |
| Annual return | -5.54% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,065 | $2,545-18.9% | $3,631-43.1% | $2,381-13.3% |
| Participant deferral / active EE | $5,867 | $2,993+96.0% | $4,082+43.7% | $3,470+69.1% |
| Admin fee / account holder | $4,899 | $4,046+21.1% | $5,478-10.6% | $4,888+0.2% |