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 | $148,978-27.8% | $200,582-46.4% | $84,808+26.8% |
| Participation rate | 30.3% | 84.2%-53.9pp | 86.9%-56.6pp | 68.3%-38.0pp |
| Annual return | 15.60% | 28.16%-12.6pp | 42.33%-26.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,966 | $7,142-30.5% | $9,331-46.8% | $4,212+17.9% |
| Admin fee / account holder | $5,909 | $13,977-57.7% | $16,305-63.8% | $7,344-19.5% |