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 | $43,333 | $72,492-40.2% | $87,100-50.2% | $72,985-40.6% |
| Participation rate | 56.8% | 72.8%-16.1pp | 76.9%-20.1pp | 69.5%-12.7pp |
| Annual return | 19.09% | 24.46%-5.4pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $301 | $1,894-84.1% | $2,521-88.1% | $2,440-87.7% |
| Participant deferral / active EE | $2,059 | $3,270-37.0% | $4,049-49.1% | $3,607-42.9% |
| Admin fee / account holder | $5,384 | $5,055+6.5% | $7,497-28.2% | $5,124+5.1% |