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 | $83,061 | $78,422+5.9% | $95,952-13.4% | $79,858+4.0% |
| Participation rate | 54.7% | 73.5%-18.8pp | 77.1%-22.4pp | 69.6%-14.9pp |
| Annual return | 16.38% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $786 | $1,945-59.6% | $2,541-69.1% | $2,471-68.2% |
| Participant deferral / active EE | $3,291 | $3,440-4.3% | $4,167-21.0% | $3,740-12.0% |
| Admin fee / account holder | $40,371 | $5,622+618.1% | $6,795+494.1% | $5,306+660.8% |