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 | $110,973 | $80,968+37.1% | $96,544+14.9% | $75,163+47.6% |
| Participation rate | 56.8% | 71.8%-14.9pp | 76.0%-19.1pp | 67.2%-10.4pp |
| Annual return | 17.11% | 27.06%-10.0pp | 25.84%-8.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,477 | $2,282-35.3% | $2,965-50.2% | $2,670-44.7% |
| Participant deferral / active EE | $4,817 | $3,928+22.6% | $4,851-0.7% | $4,125+16.8% |
| Admin fee / account holder | $2,305 | $6,724-65.7% | $8,252-72.1% | $5,651-59.2% |