Filed December 31, 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 | $49,750 | $53,516-7.0% | $126,539-60.7% | $84,808-41.3% |
| Participation rate | 24.4% | 58.2%-33.9pp | 69.8%-45.4pp | 68.3%-43.9pp |
| Annual return | 5.16% | 58.34%-53.2pp | 425.95%-420.8pp | 40.90%-35.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,651 | $2,671-0.7% | $4,083-35.1% | $4,212-37.0% |
| Admin fee / account holder | $12,379 | $4,497+175.3% | $6,065+104.1% | $7,344+68.6% |