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 | $49,707 | $83,477-40.5% | $125,175-60.3% | $72,985-31.9% |
| Participation rate | 55.9% | 73.3%-17.4pp | 79.8%-23.9pp | 69.5%-13.6pp |
| Annual return | 24.43% | 25.78%-1.3pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,741 | $2,345+16.9% | $3,865-29.1% | $2,440+12.3% |
| Participant deferral / active EE | $521 | $3,585-85.5% | $4,937-89.4% | $3,607-85.6% |
| Admin fee / account holder | $2,201 | $5,517-60.1% | $9,702-77.3% | $5,124-57.1% |