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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,043 | $53,777+112.1% | $134,143-15.0% | $79,858+42.8% |
| Participation rate | 45.0% | 58.8%-13.8pp | 72.2%-27.2pp | 69.6%-24.6pp |
| Annual return | 9.25% | 19.01%-9.8pp | 36.33%-27.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,549 | $1,321+17.2% | $3,704-58.2% | $2,471-37.3% |
| Participant deferral / active EE | $2,579 | $2,420+6.6% | $3,499-26.3% | $3,740-31.0% |
| Admin fee / account holder | $10,842 | $3,984+172.1% | $6,684+62.2% | $5,306+104.3% |