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 | $36,487 | $37,426-2.5% | $77,482-52.9% | $79,858-54.3% |
| Participation rate | 50.0% | 41.5%+8.5pp | 54.2%-4.2pp | 69.6%-19.6pp |
| Annual return | 14.41% | 39.70%-25.3pp | 54.79%-40.4pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,062 | $637+66.9% | $986+7.7% | $2,471-57.0% |
| Participant deferral / active EE | $1,817 | $1,260+44.2% | $1,861-2.4% | $3,740-51.4% |
| Admin fee / account holder | $12,754 | $2,504+409.4% | $2,858+346.3% | $5,306+140.4% |