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 | $95,062 | $58,694+62.0% | $142,863-33.5% | $85,850+10.7% |
| Participation rate | 65.3% | 58.5%+6.8pp | 71.9%-6.6pp | 69.3%-4.0pp |
| Annual return | 15.28% | 27.72%-12.4pp | 5637.54%-5622.3pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,900 | $1,423+33.6% | $4,144-54.1% | $2,565-25.9% |
| Participant deferral / active EE | $3,580 | $2,607+37.3% | $3,837-6.7% | $3,952-9.4% |
| Admin fee / account holder | $2,777 | $4,239-34.5% | $6,560-57.7% | $6,260-55.6% |