Filed December 28, 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 | $29,772 | $30,732-3.1% | $59,496-50.0% | $59,632-50.1% |
| Participation rate | 45.5% | 43.2%+2.2pp | 54.6%-9.1pp | 68.7%-23.2pp |
| Annual return | -1.92% | 4.47%-6.4pp | 182.05%-184.0pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $599 | $631-5.0% | $1,153-48.0% | $2,203-72.8% |
| Participant deferral / active EE | $990 | $1,183-16.3% | $1,829-45.9% | $3,192-69.0% |
| Admin fee / account holder | $2,377 | $2,136+11.3% | $2,232+6.5% | $4,297-44.7% |