Filed December 5, 1990
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,842 | $71,883+91.8% | $86,677+59.0% | $68,494+101.2% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | -15.93% | 3.52%-19.5pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,829 | $2,173-15.8% | $2,836-35.5% | $2,596-29.6% |
| Participant deferral / active EE | $3,015 | $3,779-20.2% | $4,656-35.2% | $4,027-25.1% |
| Admin fee / account holder | $6,886 | $6,112+12.7% | $7,493-8.1% | $5,403+27.5% |