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.
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 | $114,362 | $162,781-29.7% | $133,956-14.6% | $158,922-28.0% |
| Participation rate | 63.2% | 83.2%-20.1pp | 79.8%-16.7pp | 82.0%-18.8pp |
| Annual return | 13.96% | 41.94%-28.0pp | 45.09%-31.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,856 | $5,911+32.9% | $5,048+55.6% | $5,982+31.3% |
| Admin fee / account holder | $1,976 | $11,736-83.2% | $8,927-77.9% | $11,246-82.4% |