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 | $79,554 | $53,777+47.9% | $134,143-40.7% | $79,858-0.4% |
| Participation rate | 67.3% | 58.8%+8.5pp | 72.2%-4.9pp | 69.6%-2.3pp |
| Annual return | 20.61% | 19.01%+1.6pp | 36.33%-15.7pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,886 | $1,321+42.8% | $3,704-49.1% | $2,471-23.7% |
| Participant deferral / active EE | $3,578 | $2,420+47.9% | $3,499+2.3% | $3,740-4.3% |
| Admin fee / account holder | $4,607 | $3,984+15.6% | $6,684-31.1% | $5,306-13.2% |