Filed June 25, 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.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,618 | $54,541-75.0% | $78,778-82.7% | $70,131-80.6% |
| Participation rate | 67.9% | 60.8%+7.1pp | 69.2%-1.3pp | 69.5%-1.6pp |
| Annual return | 20.46% | 21.07%-0.6pp | 35.62%-15.2pp | 73.14%-52.7pp |
| Employer contribution / active EE | $189 | $1,089-82.7% | $1,986-90.5% | $2,342-91.9% |
| Participant deferral / active EE | $1,168 | $2,210-47.1% | $2,958-60.5% | $3,332-64.9% |
| Admin fee / account holder | $2,524 | $3,709-31.9% | $5,134-50.8% | $4,645-45.7% |