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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $52,353-13.8% | $120,225-62.5% | $82,448-45.3% |
| Participation rate | 43.8% | 58.3%-14.6pp | 69.6%-25.8pp | 68.1%-24.3pp |
| Annual return | 13.89% | 61.85%-48.0pp | 439.23%-425.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $295 | $1,510-80.5% | $3,475-91.5% | $2,551-88.4% |
| Participant deferral / active EE | $2,963 | $2,627+12.8% | $3,999-25.9% | $4,139-28.4% |
| Admin fee / account holder | $8,460 | $4,363+93.9% | $5,696+48.5% | $7,234+16.9% |