Filed December 29, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $622,711 | $81,248+666.4% | $155,509+300.4% | $80,856+670.1% |
| Participation rate | 55.2% | 66.2%-11.1pp | 78.2%-23.0pp | 67.6%-12.5pp |
| Annual return | 13.41% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $27,664 | $3,100+792.3% | $4,672+492.1% | $2,755+904.2% |
| Participant deferral / active EE | $22,896 | $3,452+563.3% | $5,626+307.0% | $4,296+433.0% |
| Admin fee / account holder | $133,180 | $7,997+1565.3% | $15,912+737.0% | $6,918+1825.1% |