Filed December 10, 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 | $122,032 | $158,398-23.0% | $126,539-3.6% | $142,382-14.3% |
| Participation rate | 54.2% | 75.8%-21.6pp | 69.8%-15.7pp | 80.1%-26.0pp |
| Annual return | 15.82% | 593.76%-577.9pp | 425.95%-410.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,632 | $4,650-0.4% | $3,674+26.1% | $4,299+7.7% |
| Participant deferral / active EE | $11,779 | $4,767+147.1% | $4,083+188.5% | $6,507+81.0% |
| Admin fee / account holder | $1,949 | $6,918-71.8% | $6,065-67.9% | $12,624-84.6% |