Filed March 18, 1991
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,784 | $99,341-75.1% | $84,750-70.8% | $273,961-91.0% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | -3.93% | 22.93%-26.9pp | 22.78%-26.7pp | 41.45%-45.4pp |
| Employer contribution / active EE | $1,862 | $4,214-55.8% | $3,574-47.9% | $4,869-61.8% |
| Participant deferral / active EE | $3,723 | $4,269-12.8% | $3,712+0.3% | $5,287-29.6% |
| Admin fee / account holder | $16,209 | $6,644+144.0% | $5,332+204.0% | $10,132+60.0% |