Filed December 10, 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 | $104,483 | $52,353+99.6% | $120,225-13.1% | $82,448+26.7% |
| Participation rate | 66.1% | 58.3%+7.8pp | 69.6%-3.5pp | 68.1%-2.0pp |
| Annual return | 21.47% | 61.85%-40.4pp | 439.23%-417.8pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,161 | $1,510+43.1% | $3,475-37.8% | $2,551-15.3% |
| Participant deferral / active EE | $4,363 | $2,627+66.1% | $3,999+9.1% | $4,139+5.4% |
| Admin fee / account holder | $1,279 | $4,363-70.7% | $5,696-77.6% | $7,234-82.3% |