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 | $36,011 | $62,586-42.5% | $76,768-53.1% | $64,186-43.9% |
| Participation rate | 59.0% | 72.8%-13.8pp | 77.0%-18.0pp | 69.6%-10.6pp |
| Annual return | -7.02% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $279 | $1,832-84.8% | $2,485-88.8% | $2,381-88.3% |
| Participant deferral / active EE | $1,609 | $3,145-48.8% | $3,852-58.2% | $3,470-53.6% |
| Admin fee / account holder | $1,353 | $4,667-71.0% | $6,675-79.7% | $4,888-72.3% |