Filed August 14, 1989
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 | $124,821 | $87,841+42.1% | $133,980-6.8% | $62,891+98.5% |
| Participation rate | 86.5% | 83.4%+3.1pp | 87.1%-0.6pp | 69.3%+17.2pp |
| Annual return | 7.94% | 12.05%-4.1pp | 29.30%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $11,619 | $3,483+233.6% | $5,211+123.0% | $2,281+409.4% |
| Participant deferral / active EE | $9,746 | $4,812+102.5% | $6,282+55.1% | $3,203+204.3% |
| Admin fee / account holder | $3,350 | $5,371-37.6% | $9,324-64.1% | $4,296-22.0% |