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 | $48,626 | $78,422-38.0% | $95,952-49.3% | $79,858-39.1% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 21.42% | 19.37%+2.0pp | 91.61%-70.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $291 | $1,945-85.0% | $2,541-88.5% | $2,471-88.2% |
| Participant deferral / active EE | $1,927 | $3,440-44.0% | $4,167-53.8% | $3,740-48.5% |
| Admin fee / account holder | $11,999 | $5,622+113.4% | $6,795+76.6% | $5,306+126.1% |