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 | $149,053 | $100,041+49.0% | $149,718-0.4% | $70,131+112.5% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 15.52% | 27.43%-11.9pp | 1501.63%-1486.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $14,665 | $3,662+300.5% | $5,445+169.3% | $2,342+526.0% |
| Participant deferral / active EE | $11,305 | $4,983+126.9% | $6,569+72.1% | $3,332+239.3% |
| Admin fee / account holder | $14,250 | $8,286+72.0% | $11,283+26.3% | $4,645+206.8% |