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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,183 | $60,165+1.7% | $74,183-17.5% | $55,167+10.9% |
| Participation rate | 67.8% | 74.2%-6.4pp | 76.6%-8.8pp | 69.0%-1.2pp |
| Annual return | 6.36% | 10.00%-3.6pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $397 | $1,600-75.2% | $2,370-83.2% | $1,963-79.8% |
| Participant deferral / active EE | $1,560 | $2,973-47.5% | $3,550-56.1% | $3,054-48.9% |
| Admin fee / account holder | $5,612 | $419+1238.5% | $5,586+0.5% | $504+1013.8% |