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 | $53,516+95.2% | $126,539-17.4% | $84,808+23.2% |
| Participation rate | 66.1% | 58.2%+7.9pp | 69.8%-3.7pp | 68.3%-2.2pp |
| Annual return | 21.47% | 58.34%-36.9pp | 425.95%-404.5pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,161 | $1,535+40.8% | $3,674-41.2% | $2,631-17.9% |
| Participant deferral / active EE | $4,363 | $2,671+63.4% | $4,083+6.9% | $4,212+3.6% |
| Admin fee / account holder | $1,279 | $4,497-71.6% | $6,065-78.9% | $7,344-82.6% |