Filed August 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,478 | $65,703-47.5% | $94,224-63.4% | $59,632-42.2% |
| Participation rate | 53.6% | 72.1%-18.5pp | 78.8%-25.2pp | 68.7%-15.1pp |
| Annual return | 1.30% | 5.22%-3.9pp | 10.68%-9.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,243 | $3,143-60.4% | $4,320-71.2% | $3,192-61.0% |
| Admin fee / account holder | $2,355 | $4,264-44.8% | $6,269-62.4% | $4,297-45.2% |