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 | $40,456 | $176,377-77.1% | $134,143-69.8% | $158,922-74.5% |
| Participation rate | 22.2% | 78.7%-56.5pp | 72.2%-50.0pp | 82.0%-59.7pp |
| Annual return | 11.54% | 63.63%-52.1pp | 36.33%-24.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,417 | $4,091+7.9% | $3,499+26.2% | $5,982-26.2% |
| Admin fee / account holder | $17,547 | $8,718+101.3% | $6,684+162.5% | $11,246+56.0% |