Filed October 20, 1989 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,978 | $84,695+45.2% | $73,843+66.5% | $125,391-1.9% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -4.64% | 3123.53%-3128.2pp | 2267.84%-2272.5pp | 282.22%-286.9pp |
| Employer contribution / active EE | $16,953 | $3,123+442.8% | $2,787+508.2% | $4,866+248.4% |
| Participant deferral / active EE | $6,889 | $3,992+72.5% | $3,583+92.3% | $5,352+28.7% |
| Admin fee / account holder | $44,971 | $5,691+690.2% | $4,880+821.5% | $9,540+371.4% |