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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,548 | $53,777+49.8% | $134,143-40.0% | $79,858+0.9% |
| Participation rate | 30.2% | 58.8%-28.5pp | 72.2%-41.9pp | 69.6%-39.4pp |
| Annual return | 6.10% | 19.01%-12.9pp | 36.33%-30.2pp | 31.71%-25.6pp |
| Employer contribution / active EE | $266 | $1,321-79.9% | $3,704-92.8% | $2,471-89.2% |
| Participant deferral / active EE | $2,876 | $2,420+18.8% | $3,499-17.8% | $3,740-23.1% |
| Admin fee / account holder | $13,671 | $3,984+243.1% | $6,684+104.5% | $5,306+157.6% |