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 | $34,255 | $32,037+6.9% | $69,182-50.5% | $62,891-45.5% |
| Participation rate | 50.6% | 43.4%+7.2pp | 55.1%-4.5pp | 69.3%-18.7pp |
| Annual return | 5.18% | 15.16%-10.0pp | -21.93%+27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $804 | $679+18.4% | $1,206-33.3% | $2,281-64.7% |
| Participant deferral / active EE | $1,234 | $1,185+4.1% | $1,897-34.9% | $3,203-61.5% |
| Admin fee / account holder | $1,480 | $2,608-43.3% | $2,697-45.1% | $4,296-65.5% |