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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,628 | $72,492+52.6% | $87,100+27.0% | $72,985+51.6% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 15.28% | 24.46%-9.2pp | 28.19%-12.9pp | 81.00%-65.7pp |
| Employer contribution / active EE | $779 | $1,894-58.9% | $2,521-69.1% | $2,440-68.1% |
| Participant deferral / active EE | $2,897 | $3,270-11.4% | $4,049-28.4% | $3,607-19.7% |
| Admin fee / account holder | $2,852 | $5,055-43.6% | $7,497-62.0% | $5,124-44.3% |