Filed November 20, 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 9-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 | $72,791 | $99,921-27.2% | $85,009-14.4% | $145,959-50.1% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 11.15% | 83.89%-72.7pp | 66.47%-55.3pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,134 | $3,233-64.9% | $2,728-58.4% | $4,661-75.7% |
| Participant deferral / active EE | $3,529 | $5,293-33.3% | $4,522-21.9% | $6,689-47.2% |
| Admin fee / account holder | $1,363 | $7,252-81.2% | $6,153-77.8% | $13,398-89.8% |