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 | $64,419 | $211,958-69.6% | $169,463-62.0% | $135,375-52.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.24% | 3.26%-9.5pp | 1.83%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $5,000 | $5,120-2.3% | $4,159+20.2% | $4,779+4.6% |
| Participant deferral / active EE | $3,096 | $6,075-49.0% | $5,277-41.3% | $5,609-44.8% |
| Admin fee / account holder | $3,880 | $11,471-66.2% | $9,109-57.4% | $10,827-64.2% |