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 | $70,756-47.4% | $65,493-43.2% | $142,382-73.9% |
| Participation rate | 54.5% | 77.4%-22.8pp | 73.1%-18.5pp | 80.1%-25.6pp |
| Annual return | 16.22% | 1754.89%-1738.7pp | 982.45%-966.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,127 | $2,881+8.5% | $2,574+21.5% | $4,299-27.3% |
| Participant deferral / active EE | $5,885 | $4,637+26.9% | $3,961+48.6% | $6,507-9.6% |
| Admin fee / account holder | $66,797 | $6,559+918.4% | $5,028+1228.4% | $12,624+429.1% |