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 | $63,818 | $58,694+8.7% | $142,863-55.3% | $85,850-25.7% |
| Participation rate | 32.3% | 58.5%-26.2pp | 71.9%-39.7pp | 69.3%-37.1pp |
| Annual return | 14.28% | 27.72%-13.4pp | 5637.54%-5623.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $612 | $1,423-57.0% | $4,144-85.2% | $2,565-76.1% |
| Participant deferral / active EE | $1,058 | $2,607-59.4% | $3,837-72.4% | $3,952-73.2% |
| Admin fee / account holder | $6,183 | $4,239+45.9% | $6,560-5.7% | $6,260-1.2% |