Filed October 3, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,966 | $96,635+22.1% | $86,612+36.2% | $139,434-15.4% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 16.92% | 106.41%-89.5pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $7,617 | $3,263+133.4% | $3,022+152.0% | $4,751+60.3% |
| Participant deferral / active EE | $5,464 | $4,836+13.0% | $4,438+23.1% | $6,710-18.6% |
| Admin fee / account holder | $3,324 | $6,408-48.1% | $5,614-40.8% | $11,403-70.9% |