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.
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 | $136,917 | $80,717+69.6% | $154,803-11.6% | $84,808+61.4% |
| Participation rate | 35.9% | 66.8%-30.9pp | 78.1%-42.2pp | 68.3%-32.4pp |
| Annual return | 15.81% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,136 | $2,761-58.9% | $4,305-73.6% | $2,631-56.8% |
| Participant deferral / active EE | $2,787 | $3,303-15.6% | $5,540-49.7% | $4,212-33.8% |
| Admin fee / account holder | $3,734 | $6,746-44.6% | $14,329-73.9% | $7,344-49.1% |