Filed August 11, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,055 | $94,625+0.5% | $116,228-18.2% | $84,808+12.1% |
| Participation rate | 65.9% | 70.4%-4.5pp | 74.6%-8.6pp | 68.3%-2.4pp |
| Annual return | 6.97% | 20.40%-13.4pp | 90.06%-83.1pp | 40.90%-33.9pp |
| Employer contribution / active EE | $2,819 | $2,347+20.1% | $2,994-5.9% | $2,631+7.1% |
| Participant deferral / active EE | $5,222 | $3,972+31.5% | $4,953+5.4% | $4,212+24.0% |
| Admin fee / account holder | $15,656 | $10,091+55.1% | $11,989+30.6% | $7,344+113.2% |