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 | $204,163 | $80,968+152.2% | $96,544+111.5% | $75,163+171.6% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 18.19% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,220 | $2,282-46.5% | $2,965-58.8% | $2,670-54.3% |
| Participant deferral / active EE | $4,175 | $3,928+6.3% | $4,851-13.9% | $4,125+1.2% |
| Admin fee / account holder | $10,713 | $6,724+59.3% | $8,252+29.8% | $5,651+89.6% |