Filed August 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 | $51,017 | $197,825-74.2% | $155,790-67.3% | $125,391-59.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.80% | 86.74%-88.5pp | 71.54%-73.3pp | 282.22%-284.0pp |
| Employer contribution / active EE | $4,818 | $4,847-0.6% | $3,836+25.6% | $4,866-1.0% |
| Participant deferral / active EE | $1,984 | $5,630-64.8% | $4,797-58.6% | $5,352-62.9% |
| Admin fee / account holder | $4,617 | $9,545-51.6% | $7,478-38.3% | $9,540-51.6% |