Filed December 30, 1992
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 | $62,029 | $46,869+32.3% | $122,332-49.3% | $70,131-11.6% |
| Participation rate | 58.5% | 58.2%+0.3pp | 71.6%-13.1pp | 69.5%-11.1pp |
| Annual return | 16.32% | 24.22%-7.9pp | 30.27%-14.0pp | 73.14%-56.8pp |
| Employer contribution / active EE | $824 | $1,288-36.0% | $4,050-79.7% | $2,342-64.8% |
| Participant deferral / active EE | $2,472 | $2,166+14.1% | $3,287-24.8% | $3,332-25.8% |
| Admin fee / account holder | $4,112 | $3,322+23.8% | $5,478-24.9% | $4,645-11.5% |