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 | $118,240 | $154,117-23.3% | $129,995-9.0% | $139,434-15.2% |
| Participation rate | 64.7% | 82.0%-17.2pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 16.62% | 32.48%-15.9pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,611 | $6,710-1.5% | $5,820+13.6% | $6,710-1.5% |
| Admin fee / account holder | $18,626 | $14,007+33.0% | $10,614+75.5% | $11,403+63.4% |