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 | $102,190 | $43,723+133.7% | $121,196-15.7% | $64,186+59.2% |
| Participation rate | 55.6% | 58.3%-2.8pp | 71.7%-16.2pp | 69.6%-14.0pp |
| Annual return | -5.78% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $893 | $1,296-31.1% | $4,022-77.8% | $2,381-62.5% |
| Participant deferral / active EE | $2,604 | $2,280+14.2% | $3,344-22.1% | $3,470-24.9% |
| Admin fee / account holder | $10,335 | $3,501+195.2% | $5,019+105.9% | $4,888+111.4% |