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 | $79,454 | $62,586+27.0% | $76,768+3.5% | $64,186+23.8% |
| Participation rate | 56.9% | 72.8%-16.0pp | 77.0%-20.1pp | 69.6%-12.7pp |
| Annual return | -1.66% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $786 | $1,832-57.1% | $2,485-68.4% | $2,381-67.0% |
| Participant deferral / active EE | $2,744 | $3,145-12.7% | $3,852-28.8% | $3,470-20.9% |
| Admin fee / account holder | $9,670 | $4,667+107.2% | $6,675+44.9% | $4,888+97.8% |