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 | $135,627 | $86,929+56.0% | $102,423+32.4% | $80,856+67.7% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.6%-10.8pp |
| Annual return | 17.41% | 18.88%-1.5pp | 29.32%-11.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,278 | $2,369-46.1% | $3,023-57.7% | $2,755-53.6% |
| Participant deferral / active EE | $4,148 | $4,118+0.7% | $5,053-17.9% | $4,296-3.4% |
| Admin fee / account holder | $13,172 | $8,049+63.6% | $9,451+39.4% | $6,918+90.4% |