Filed September 28, 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 | $107,565 | $146,267-26.5% | $197,124-45.4% | $82,448+30.5% |
| Participation rate | 30.3% | 84.0%-53.7pp | 86.7%-56.4pp | 68.1%-37.8pp |
| Annual return | 15.60% | 29.61%-14.0pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,966 | $7,035-29.4% | $9,135-45.6% | $4,139+20.0% |
| Admin fee / account holder | $5,909 | $14,422-59.0% | $16,298-63.7% | $7,234-18.3% |