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 | $141,644 | $96,635+46.6% | $86,612+63.5% | $139,434+1.6% |
| Participation rate | 86.4% | 74.4%+12.0pp | 71.7%+14.7pp | 80.3%+6.0pp |
| Annual return | 25.41% | 106.41%-81.0pp | 591.07%-565.7pp | 372.94%-347.5pp |
| Employer contribution / active EE | $9,083 | $3,263+178.4% | $3,022+200.5% | $4,751+91.2% |
| Participant deferral / active EE | $10,406 | $4,836+115.2% | $4,438+134.5% | $6,710+55.1% |
| Admin fee / account holder | $642 | $6,408-90.0% | $5,614-88.6% | $11,403-94.4% |