Filed December 22, 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 | $109,847 | $46,869+134.4% | $122,332-10.2% | $70,131+56.6% |
| Participation rate | 62.2% | 58.2%+4.0pp | 71.6%-9.5pp | 69.5%-7.4pp |
| Annual return | 17.80% | 24.22%-6.4pp | 30.27%-12.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $882 | $1,288-31.5% | $4,050-78.2% | $2,342-62.3% |
| Participant deferral / active EE | $2,395 | $2,166+10.6% | $3,287-27.1% | $3,332-28.1% |
| Admin fee / account holder | $638 | $3,322-80.8% | $5,478-88.3% | $4,645-86.3% |