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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,179 | $152,509-82.2% | $117,472-76.9% | $134,475-79.8% |
| Participation rate | 41.7% | 77.1%-35.4pp | 70.6%-28.9pp | 81.2%-39.6pp |
| Annual return | -17.41% | 52.99%-70.4pp | 29.74%-47.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $226 | $5,571-95.9% | $4,176-94.6% | $4,740-95.2% |
| Participant deferral / active EE | $2,481 | $4,818-48.5% | $4,070-39.1% | $6,400-61.2% |
| Admin fee / account holder | $3,179 | $7,004-54.6% | $5,645-43.7% | $11,426-72.2% |