Filed December 22, 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 | $88,374 | $152,587-42.1% | $125,175-29.4% | $152,861-42.2% |
| Participation rate | 22.2% | 83.3%-61.1pp | 79.8%-57.6pp | 82.4%-60.2pp |
| Annual return | 19.95% | 54.84%-34.9pp | 43.79%-23.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,218 | $5,868+23.0% | $4,937+46.2% | $5,850+23.4% |
| Admin fee / account holder | $1,046 | $13,434-92.2% | $9,702-89.2% | $11,596-91.0% |