Filed February 25, 1991
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,070 | $78,672+38.6% | $109,143-0.1% | $85,850+27.0% |
| Participation rate | 42.3% | 68.3%-26.0pp | 75.9%-33.6pp | 69.3%-27.0pp |
| Annual return | 10.31% | 25.09%-14.8pp | 25.75%-15.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,691 | $2,735-38.2% | $3,722-54.6% | $2,565-34.1% |
| Participant deferral / active EE | $145 | $3,467-95.8% | $4,653-96.9% | $3,952-96.3% |
| Admin fee / account holder | $7,835 | $5,469+43.3% | $6,752+16.0% | $6,260+25.2% |