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 | $70,683 | $67,606+4.6% | $82,313-14.1% | $70,131+0.8% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 14.79% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $694 | $1,755-60.4% | $2,428-71.4% | $2,342-70.4% |
| Participant deferral / active EE | $2,437 | $2,987-18.4% | $3,706-34.2% | $3,332-26.9% |
| Admin fee / account holder | $4,654 | $4,512+3.1% | $5,608-17.0% | $4,645+0.2% |