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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,638 | $48,570+92.8% | $130,648-28.3% | $72,985+28.3% |
| Participation rate | 23.7% | 58.6%-34.8pp | 71.7%-48.0pp | 69.5%-45.8pp |
| Annual return | 18.43% | 38.63%-20.2pp | 1708.96%-1690.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $211 | $1,334-84.2% | $4,092-94.9% | $2,440-91.4% |
| Participant deferral / active EE | $1,751 | $2,384-26.5% | $3,603-51.4% | $3,607-51.5% |
| Admin fee / account holder | $4,149 | $3,549+16.9% | $5,464-24.1% | $5,124-19.0% |