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 | $102,843 | $49,173+109.1% | $121,098-15.1% | $75,163+36.8% |
| Participation rate | 60.0% | 55.4%+4.6pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 17.97% | 55.99%-38.0pp | 985.75%-967.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,680 | $1,546+8.7% | $4,164-59.7% | $2,670-37.1% |
| Participant deferral / active EE | $4,667 | $2,628+77.6% | $4,080+14.4% | $4,125+13.1% |
| Admin fee / account holder | $24,485 | $3,942+521.2% | $5,644+333.8% | $5,651+333.3% |