Filed December 22, 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.
Employer 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 | $36,248 | $176,662-79.5% | $130,648-72.3% | $152,861-76.3% |
| Participation rate | 37.5% | 79.0%-41.5pp | 71.7%-34.2pp | 82.4%-44.9pp |
| Annual return | 19.19% | 2692.24%-2673.1pp | 1708.96%-1689.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,141 | $4,361+17.9% | $3,603+42.7% | $5,850-12.1% |
| Admin fee / account holder | $18,003 | $7,133+152.4% | $5,464+229.5% | $11,596+55.2% |