Filed December 18, 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 | $50,583 | $43,723+15.7% | $121,196-58.3% | $64,186-21.2% |
| Participation rate | 66.7% | 58.3%+8.3pp | 71.7%-5.1pp | 69.6%-2.9pp |
| Annual return | -2.92% | 68.91%-71.8pp | 16.93%-19.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,326 | $1,296+2.3% | $4,022-67.0% | $2,381-44.3% |
| Participant deferral / active EE | $2,112 | $2,280-7.4% | $3,344-36.8% | $3,470-39.1% |
| Admin fee / account holder | $319 | $3,501-90.9% | $5,019-93.6% | $4,888-93.5% |