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 | $129,967 | $48,570+167.6% | $130,648-0.5% | $72,985+78.1% |
| Participation rate | 53.8% | 58.6%-4.7pp | 71.7%-17.9pp | 69.5%-15.6pp |
| Annual return | 25.02% | 38.63%-13.6pp | 1708.96%-1683.9pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,009 | $1,334-24.4% | $4,092-75.4% | $2,440-58.7% |
| Participant deferral / active EE | $2,918 | $2,384+22.4% | $3,603-19.0% | $3,607-19.1% |
| Admin fee / account holder | $3,815 | $3,549+7.5% | $5,464-30.2% | $5,124-25.6% |