Filed July 24, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,768 | $175,202-85.9% | $149,673-83.5% | $139,434-82.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 20.46% | 166.71%-146.2pp | 134.42%-114.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,004 | $5,474-81.7% | $4,818-79.2% | $4,751-78.9% |
| Participant deferral / active EE | $4,007 | $6,519-38.5% | $5,680-29.5% | $6,710-40.3% |
| Admin fee / account holder | $678 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |