Filed December 24, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,394 | $43,723-21.3% | $121,196-71.6% | $64,186-46.4% |
| Participation rate | 32.3% | 58.3%-26.1pp | 71.7%-39.5pp | 69.6%-37.3pp |
| Annual return | -5.31% | 68.91%-74.2pp | 16.93%-22.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $115 | $1,296-91.1% | $4,022-97.1% | $2,381-95.2% |
| Participant deferral / active EE | $950 | $2,280-58.3% | $3,344-71.6% | $3,470-72.6% |
| Admin fee / account holder | $5,307 | $3,501+51.6% | $5,019+5.7% | $4,888+8.6% |