Filed December 2, 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 | $47,922 | $59,805-19.9% | $79,550-39.8% | $68,494-30.0% |
| Participation rate | 69.7% | 61.1%+8.6pp | 69.5%+0.2pp | 67.9%+1.8pp |
| Annual return | -15.25% | -12.30%-3.0pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $587 | $1,505-61.0% | $2,413-75.7% | $2,596-77.4% |
| Participant deferral / active EE | $3,667 | $3,024+21.2% | $3,985-8.0% | $4,027-9.0% |
| Admin fee / account holder | $2,944 | $4,835-39.1% | $6,832-56.9% | $5,403-45.5% |