Filed December 4, 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 | $42,035 | $54,705-23.2% | $71,209-41.0% | $84,808-50.4% |
| Participation rate | 31.4% | 64.1%-32.7pp | 73.8%-42.4pp | 68.3%-36.9pp |
| Annual return | 17.22% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,502 | $2,158-30.4% | $2,721-44.8% | $2,631-42.9% |
| Participant deferral / active EE | $2,585 | $3,030-14.7% | $4,175-38.1% | $4,212-38.6% |
| Admin fee / account holder | $9,768 | $4,863+100.8% | $5,349+82.6% | $7,344+33.0% |