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 | $52,353-5.0% | $120,225-58.6% | $82,448-39.7% |
| Participation rate | 24.4% | 58.3%-33.9pp | 69.6%-45.2pp | 68.1%-43.7pp |
| Annual return | 5.16% | 61.85%-56.7pp | 439.23%-434.1pp | 41.64%-36.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,651 | $2,627+0.9% | $3,999-33.7% | $4,139-35.9% |
| Admin fee / account holder | $12,379 | $4,363+183.7% | $5,696+117.3% | $7,234+71.1% |