Filed December 17, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,775 | $52,353-37.4% | $120,225-72.7% | $82,448-60.2% |
| Participation rate | 50.0% | 58.3%-8.3pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 7.35% | 61.85%-54.5pp | 439.23%-431.9pp | 41.64%-34.3pp |
| Employer contribution / active EE | $550 | $1,510-63.6% | $3,475-84.2% | $2,551-78.4% |
| Participant deferral / active EE | $2,878 | $2,627+9.6% | $3,999-28.0% | $4,139-30.5% |
| Admin fee / account holder | $386 | $4,363-91.2% | $5,696-93.2% | $7,234-94.7% |