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 | $103,904 | $53,516+94.2% | $126,539-17.9% | $84,808+22.5% |
| Participation rate | 55.6% | 58.2%-2.7pp | 69.8%-14.3pp | 68.3%-12.8pp |
| Annual return | 15.37% | 58.34%-43.0pp | 425.95%-410.6pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,009 | $1,535+30.9% | $3,674-45.3% | $2,631-23.7% |
| Participant deferral / active EE | $3,758 | $2,671+40.7% | $4,083-8.0% | $4,212-10.8% |
| Admin fee / account holder | $3,190 | $4,497-29.1% | $6,065-47.4% | $7,344-56.6% |