Filed June 20, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,249 | $99,652+282.6% | $78,778+384.0% | $147,584+158.3% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 5.76% | 47.28%-41.5pp | 35.62%-29.9pp | 578.55%-572.8pp |
| Employer contribution / active EE | $360 | $2,796-87.1% | $1,986-81.9% | $4,876-92.6% |
| Participant deferral / active EE | $2,667 | $3,664-27.2% | $2,958-9.9% | $5,439-51.0% |
| Admin fee / account holder | $1,316 | $7,155-81.6% | $5,134-74.4% | $10,885-87.9% |