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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,393 | $102,966+68.4% | $90,281+92.1% | $152,861+13.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 22.19% | 95.16%-73.0pp | 78.10%-55.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $11,435 | $3,139+264.3% | $2,854+300.6% | $4,762+140.1% |
| Participant deferral / active EE | $8,417 | $4,281+96.6% | $3,885+116.6% | $5,850+43.9% |
| Admin fee / account holder | $3,391 | $6,171-45.1% | $5,351-36.6% | $11,596-70.8% |