Filed December 23, 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 | $152,409 | $43,723+248.6% | $121,196+25.8% | $64,186+137.5% |
| Participation rate | 22.2% | 58.3%-36.1pp | 71.7%-49.5pp | 69.6%-47.3pp |
| Annual return | 9.17% | 68.91%-59.7pp | 16.93%-7.8pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,963 | $1,296+51.4% | $4,022-51.2% | $2,381-17.6% |
| Participant deferral / active EE | $3,937 | $2,280+72.7% | $3,344+17.7% | $3,470+13.5% |
| Admin fee / account holder | $11,548 | $3,501+229.8% | $5,019+130.1% | $4,888+136.3% |