Filed July 24, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,159 | $209,411-80.3% | $178,490-76.9% | $158,922-74.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 19.17% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $693 | $5,706-87.9% | $5,011-86.2% | $4,761-85.4% |
| Participant deferral / active EE | $2,407 | $5,954-59.6% | $5,202-53.7% | $5,982-59.8% |
| Admin fee / account holder | $12,881 | $17,074-24.6% | $13,984-7.9% | $11,246+14.5% |