Filed November 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.
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 | $163,058 | $82,286+98.2% | $68,791+137.0% | $134,475+21.3% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.0%-24.0pp | 81.2%-36.2pp |
| Annual return | -10.16% | -2.19%-8.0pp | -6.38%-3.8pp | 417.96%-428.1pp |
| Employer contribution / active EE | $721 | $3,301-78.2% | $2,655-72.9% | $4,740-84.8% |
| Participant deferral / active EE | $1,874 | $4,739-60.5% | $3,941-52.5% | $6,400-70.7% |
| Admin fee / account holder | $3,278 | $6,481-49.4% | $4,932-33.5% | $11,426-71.3% |