Filed October 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.
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 | $83,363 | $90,503-7.9% | $78,689+5.9% | $273,961-69.6% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 7.43% | 75.60%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,415 | $3,176-24.0% | $2,851-15.3% | $4,869-50.4% |
| Participant deferral / active EE | $3,100 | $3,901-20.5% | $3,517-11.8% | $5,287-41.4% |
| Admin fee / account holder | $6,097 | $5,263+15.8% | $4,510+35.2% | $10,132-39.8% |