Filed November 29, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,299 | $88,707-88.4% | $74,183-86.1% | $273,961-96.2% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 19.49% | 11.94%+7.6pp | 17.74%+1.8pp | 41.45%-22.0pp |
| Employer contribution / active EE | $1,326 | $3,159-58.0% | $2,370-44.1% | $4,869-72.8% |
| Participant deferral / active EE | $3,443 | $4,212-18.3% | $3,550-3.0% | $5,287-34.9% |
| Admin fee / account holder | $469 | $8,717-94.6% | $5,586-91.6% | $10,132-95.4% |