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.
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 | $25,996 | $54,573-52.4% | $90,951-71.4% | $73,488-64.6% |
| Participation rate | 52.1% | 61.2%-9.0pp | 69.0%-16.9pp | 70.7%-18.5pp |
| Annual return | 13.17% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,706 | $2,517-32.2% | $3,373-49.4% | $3,740-54.4% |
| Admin fee / account holder | $2,014 | $521+286.2% | $5,959-66.2% | $513+292.5% |