Filed July 24, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,228 | $95,803-10.0% | $113,168-23.8% | $84,808+1.7% |
| Participation rate | 53.1% | 72.9%-19.7pp | 76.6%-23.4pp | 68.3%-15.2pp |
| Annual return | 12.27% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $869 | $2,360-63.2% | $2,975-70.8% | $2,631-67.0% |
| Participant deferral / active EE | $1,885 | $4,242-55.6% | $5,107-63.1% | $4,212-55.2% |
| Admin fee / account holder | $7,496 | $8,989-16.6% | $12,068-37.9% | $7,344+2.1% |