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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,477 | $95,803+96.7% | $113,168+66.5% | $84,808+122.2% |
| Participation rate | 65.2% | 72.9%-7.6pp | 76.6%-11.3pp | 68.3%-3.1pp |
| Annual return | 9.05% | 25.00%-16.0pp | 24.27%-15.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $20 | $2,360-99.2% | $2,975-99.3% | $2,631-99.2% |
| Participant deferral / active EE | $3,991 | $4,242-5.9% | $5,107-21.9% | $4,212-5.2% |
| Admin fee / account holder | $26,077 | $8,989+190.1% | $12,068+116.1% | $7,344+255.1% |