Filed March 22, 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 9-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 | $37,227 | $68,097-45.3% | $62,929-40.8% | $137,256-72.9% |
| Participation rate | 54.5% | 77.4%-22.9pp | 73.1%-18.6pp | 80.0%-25.4pp |
| Annual return | 16.22% | 1859.11%-1842.9pp | 1063.93%-1047.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,127 | $2,811+11.2% | $2,505+24.8% | $4,156-24.8% |
| Participant deferral / active EE | $5,885 | $4,553+29.3% | $3,888+51.4% | $6,407-8.1% |
| Admin fee / account holder | $66,797 | $6,521+924.3% | $5,065+1218.9% | $12,270+444.4% |