Filed December 16, 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 | $45,116 | $53,516-15.7% | $126,539-64.3% | $84,808-46.8% |
| Participation rate | 43.8% | 58.2%-14.5pp | 69.8%-26.1pp | 68.3%-24.6pp |
| Annual return | 13.89% | 58.34%-44.4pp | 425.95%-412.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $295 | $1,535-80.8% | $3,674-92.0% | $2,631-88.8% |
| Participant deferral / active EE | $2,963 | $2,671+10.9% | $4,083-27.4% | $4,212-29.7% |
| Admin fee / account holder | $8,460 | $4,497+88.1% | $6,065+39.5% | $7,344+15.2% |