Filed December 17, 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 | $76,941 | $46,722+64.7% | $130,648-41.1% | $65,185+18.0% |
| Participation rate | 43.9% | 60.9%-17.0pp | 71.7%-27.8pp | 70.2%-26.3pp |
| Annual return | 20.39% | 24.17%-3.8pp | 1708.96%-1688.6pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,220 | $1,488-18.0% | $4,092-70.2% | $2,177-44.0% |
| Participant deferral / active EE | $1,286 | $2,545-49.5% | $3,603-64.3% | $3,514-63.4% |
| Admin fee / account holder | $9,447 | $453+1986.0% | $5,464+72.9% | $847+1015.2% |