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 | $73,290 | $51,576+42.1% | $129,207-43.3% | $80,856-9.4% |
| Participation rate | 32.9% | 57.0%-24.0pp | 69.6%-36.7pp | 67.6%-34.7pp |
| Annual return | 15.06% | 20.81%-5.7pp | 9417.33%-9402.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $701 | $1,584-55.8% | $4,153-83.1% | $2,755-74.6% |
| Participant deferral / active EE | $1,682 | $2,669-37.0% | $4,168-59.6% | $4,296-60.8% |
| Admin fee / account holder | $3,028 | $4,305-29.7% | $7,715-60.8% | $6,918-56.2% |