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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,305 | $51,576-58.7% | $129,207-83.5% | $80,856-73.7% |
| Participation rate | 19.2% | 57.0%-37.7pp | 69.6%-50.4pp | 67.6%-48.4pp |
| Annual return | 7.15% | 20.81%-13.7pp | 9417.33%-9410.2pp | 35.59%-28.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,133 | $2,669-57.6% | $4,168-72.8% | $4,296-73.6% |
| Admin fee / account holder | $9,068 | $4,305+110.6% | $7,715+17.5% | $6,918+31.1% |