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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,284 | $41,377-51.0% | $109,313-81.4% | $62,891-67.7% |
| Participation rate | 67.7% | 57.5%+10.2pp | 71.3%-3.5pp | 69.3%-1.6pp |
| Annual return | 8.33% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,715 | $1,276+34.4% | $3,892-55.9% | $2,281-24.8% |
| Participant deferral / active EE | $244 | $2,045-88.1% | $3,166-92.3% | $3,203-92.4% |
| Admin fee / account holder | $347 | $2,884-88.0% | $5,666-93.9% | $4,296-91.9% |