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 | $36,149 | $34,308+5.4% | $74,701-51.6% | $72,985-50.5% |
| Participation rate | 56.1% | 42.4%+13.7pp | 54.5%+1.7pp | 69.5%-13.3pp |
| Annual return | 22.83% | 26.58%-3.8pp | 752.92%-730.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $929 | $692+34.3% | $1,084-14.3% | $2,440-61.9% |
| Participant deferral / active EE | $1,447 | $1,271+13.9% | $1,964-26.3% | $3,607-59.9% |
| Admin fee / account holder | $657 | $2,124-69.1% | $3,333-80.3% | $5,124-87.2% |