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 | $59,214 | $86,929-31.9% | $102,423-42.2% | $80,856-26.8% |
| Participation rate | 44.8% | 72.4%-27.5pp | 76.5%-31.7pp | 67.6%-22.8pp |
| Annual return | 16.48% | 18.88%-2.4pp | 29.32%-12.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $406 | $2,369-82.9% | $3,023-86.6% | $2,755-85.3% |
| Participant deferral / active EE | $3,096 | $4,118-24.8% | $5,053-38.7% | $4,296-27.9% |
| Admin fee / account holder | $13,450 | $8,049+67.1% | $9,451+42.3% | $6,918+94.4% |