Filed September 30, 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 | $87,819 | $32,037+174.1% | $69,182+26.9% | $62,891+39.6% |
| Participation rate | 43.8% | 43.4%+0.3pp | 55.1%-11.4pp | 69.3%-25.6pp |
| Annual return | 7.24% | 15.16%-7.9pp | -21.93%+29.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $960 | $679+41.4% | $1,206-20.4% | $2,281-57.9% |
| Participant deferral / active EE | $2,996 | $1,185+152.8% | $1,897+58.0% | $3,203-6.4% |
| Admin fee / account holder | $3,775 | $2,608+44.7% | $2,697+40.0% | $4,296-12.1% |