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 | $78,944 | $35,183+124.4% | $73,545+7.3% | $70,131+12.6% |
| Participation rate | 52.8% | 42.9%+9.9pp | 54.9%-2.1pp | 69.5%-16.7pp |
| Annual return | 14.85% | 26.90%-12.1pp | -15.16%+30.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,014 | $709+43.1% | $1,219-16.8% | $2,342-56.7% |
| Participant deferral / active EE | $2,965 | $1,220+143.0% | $1,806+64.2% | $3,332-11.0% |
| Admin fee / account holder | $8,997 | $2,302+290.8% | $2,320+287.9% | $4,645+93.7% |