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 | $142,568 | $88,751+60.6% | $81,812+74.3% | $145,922-2.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.11% | 1025.40%-1006.3pp | 773.79%-754.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $14,517 | $3,083+370.8% | $2,912+398.5% | $4,660+211.5% |
| Participant deferral / active EE | $12,088 | $4,643+160.3% | $4,319+179.9% | $6,688+80.7% |
| Admin fee / account holder | $1,051 | $8,415-87.5% | $7,386-85.8% | $13,397-92.2% |