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 | $72,869 | $46,674+56.1% | $117,472-38.0% | $68,494+6.4% |
| Participation rate | 66.7% | 56.8%+9.9pp | 70.6%-3.9pp | 67.9%-1.2pp |
| Annual return | -17.49% | -14.52%-3.0pp | 29.74%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,751 | $1,505+16.4% | $4,176-58.1% | $2,596-32.6% |
| Participant deferral / active EE | $3,169 | $2,636+20.2% | $4,070-22.1% | $4,027-21.3% |
| Admin fee / account holder | $3,145 | $4,020-21.8% | $5,645-44.3% | $5,403-41.8% |