Filed December 29, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,471 | $67,606-35.7% | $82,313-47.2% | $70,131-38.0% |
| Participation rate | 52.8% | 72.8%-20.0pp | 76.9%-24.1pp | 69.5%-16.8pp |
| Annual return | 14.15% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $279 | $1,755-84.1% | $2,428-88.5% | $2,342-88.1% |
| Participant deferral / active EE | $1,491 | $2,987-50.1% | $3,706-59.8% | $3,332-55.2% |
| Admin fee / account holder | $757 | $4,512-83.2% | $5,608-86.5% | $4,645-83.7% |