Filed December 7, 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 | $45,659 | $48,570-6.0% | $130,648-65.1% | $72,985-37.4% |
| Participation rate | 35.5% | 58.6%-23.1pp | 71.7%-36.3pp | 69.5%-34.0pp |
| Annual return | 24.50% | 38.63%-14.1pp | 1708.96%-1684.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $568 | $1,334-57.4% | $4,092-86.1% | $2,440-76.7% |
| Participant deferral / active EE | $1,275 | $2,384-46.5% | $3,603-64.6% | $3,607-64.7% |
| Admin fee / account holder | $363 | $3,549-89.8% | $5,464-93.4% | $5,124-92.9% |