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 | $47,538 | $49,173-3.3% | $121,098-60.7% | $75,163-36.8% |
| Participation rate | 41.7% | 55.4%-13.7pp | 69.5%-27.8pp | 67.2%-25.5pp |
| Annual return | 14.78% | 55.99%-41.2pp | 985.75%-971.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $900 | $1,546-41.8% | $4,164-78.4% | $2,670-66.3% |
| Participant deferral / active EE | $2,082 | $2,628-20.8% | $4,080-49.0% | $4,125-49.5% |
| Admin fee / account holder | $4,476 | $3,942+13.6% | $5,644-20.7% | $5,651-20.8% |