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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,487 | $86,929+132.9% | $102,423+97.7% | $80,856+150.4% |
| Participation rate | 62.8% | 72.4%-9.6pp | 76.5%-13.7pp | 67.6%-4.9pp |
| Annual return | 10.10% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $915 | $2,369-61.4% | $3,023-69.7% | $2,755-66.8% |
| Participant deferral / active EE | $3,749 | $4,118-9.0% | $5,053-25.8% | $4,296-12.7% |
| Admin fee / account holder | $25,178 | $8,049+212.8% | $9,451+166.4% | $6,918+264.0% |