Filed December 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,747 | $39,162-77.7% | $100,671-91.3% | $59,632-85.3% |
| Participation rate | 62.1% | 55.9%+6.2pp | 70.7%-8.6pp | 68.7%-6.6pp |
| Annual return | -3.11% | 21.07%-24.2pp | 20.43%-23.5pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $415 | $1,151-63.9% | $4,012-89.6% | $2,203-81.1% |
| Participant deferral / active EE | $1,001 | $1,992-49.8% | $3,144-68.2% | $3,192-68.7% |
| Admin fee / account holder | $700 | $2,969-76.4% | $4,850-85.6% | $4,297-83.7% |