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 | $121,662 | $72,277+68.3% | $101,248+20.2% | $79,858+52.3% |
| Participation rate | 89.4% | 68.5%+20.9pp | 75.8%+13.6pp | 69.6%+19.8pp |
| Annual return | 16.46% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,780 | $2,692+3.3% | $3,660-24.0% | $2,471+12.5% |
| Participant deferral / active EE | $8,028 | $3,282+144.6% | $4,370+83.7% | $3,740+114.6% |
| Admin fee / account holder | $8,440 | $4,400+91.8% | $5,945+42.0% | $5,306+59.1% |