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 | $51,638-18.6% | $68,368-38.5% | $82,448-49.0% |
| Participation rate | 31.4% | 63.6%-32.2pp | 73.8%-42.4pp | 68.1%-36.7pp |
| Annual return | 17.22% | 37.53%-20.3pp | 292.57%-275.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,502 | $2,047-26.6% | $2,649-43.3% | $2,551-41.1% |
| Participant deferral / active EE | $2,585 | $2,914-11.3% | $4,123-37.3% | $4,139-37.6% |
| Admin fee / account holder | $9,768 | $4,643+110.4% | $5,150+89.7% | $7,234+35.0% |