Filed August 14, 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 | $51,275 | $56,199-8.8% | $67,652-24.2% | $59,632-14.0% |
| Participation rate | 64.9% | 71.5%-6.6pp | 75.7%-10.8pp | 68.7%-3.8pp |
| Annual return | 1.06% | 18505.31%-18504.2pp | 6625.04%-6624.0pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $827 | $1,614-48.8% | $2,266-63.5% | $2,203-62.5% |
| Participant deferral / active EE | $2,955 | $2,844+3.9% | $3,560-17.0% | $3,192-7.4% |
| Admin fee / account holder | $2,056 | $3,958-48.1% | $4,821-57.4% | $4,297-52.2% |