Filed December 23, 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 | $84,879 | $43,723+94.1% | $121,196-30.0% | $64,186+32.2% |
| Participation rate | 27.3% | 58.3%-31.1pp | 71.7%-44.5pp | 69.6%-42.3pp |
| Annual return | -6.46% | 68.91%-75.4pp | 16.93%-23.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $249 | $1,296-80.8% | $4,022-93.8% | $2,381-89.6% |
| Participant deferral / active EE | $1,928 | $2,280-15.4% | $3,344-42.4% | $3,470-44.4% |
| Admin fee / account holder | $4,069 | $3,501+16.2% | $5,019-18.9% | $4,888-16.8% |