Filed December 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,917 | $76,407+79.2% | $150,298-8.9% | $82,448+66.1% |
| Participation rate | 35.9% | 66.4%-30.5pp | 77.8%-41.9pp | 68.1%-32.2pp |
| Annual return | 15.81% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,136 | $2,614-56.5% | $4,154-72.7% | $2,551-55.5% |
| Participant deferral / active EE | $2,787 | $3,214-13.3% | $5,453-48.9% | $4,139-32.7% |
| Admin fee / account holder | $3,734 | $6,352-41.2% | $14,116-73.5% | $7,234-48.4% |