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 | $84,875 | $49,173+72.6% | $121,098-29.9% | $75,163+12.9% |
| Participation rate | 55.1% | 55.4%-0.3pp | 69.5%-14.4pp | 67.2%-12.1pp |
| Annual return | 17.62% | 55.99%-38.4pp | 985.75%-968.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,821 | $1,546+17.8% | $4,164-56.3% | $2,670-31.8% |
| Participant deferral / active EE | $3,362 | $2,628+27.9% | $4,080-17.6% | $4,125-18.5% |
| Admin fee / account holder | $2,467 | $3,942-37.4% | $5,644-56.3% | $5,651-56.3% |