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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $95,453-9.7% | $112,040-23.0% | $82,448+4.6% |
| Participation rate | 53.1% | 72.8%-19.6pp | 76.5%-23.4pp | 68.1%-14.9pp |
| Annual return | 12.27% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $869 | $2,318-62.5% | $2,954-70.6% | $2,551-65.9% |
| Participant deferral / active EE | $1,885 | $4,224-55.4% | $5,098-63.0% | $4,139-54.5% |
| Admin fee / account holder | $7,496 | $9,013-16.8% | $12,098-38.0% | $7,234+3.6% |