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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,182 | $142,344-69.7% | $119,609-63.9% | $134,475-67.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -21.07% | -12.44%-8.6pp | -14.97%-6.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,553 | $5,222-70.3% | $4,232-63.3% | $4,740-67.2% |
| Participant deferral / active EE | $406 | $6,469-93.7% | $5,602-92.8% | $6,400-93.7% |
| Admin fee / account holder | $29,166 | $13,584+114.7% | $10,323+182.5% | $11,426+155.3% |