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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,341 | $53,516+59.5% | $126,539-32.6% | $84,808+0.6% |
| Participation rate | 22.7% | 58.2%-35.6pp | 69.8%-47.1pp | 68.3%-45.6pp |
| Annual return | 13.02% | 58.34%-45.3pp | 425.95%-412.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $167 | $1,535-89.1% | $3,674-95.4% | $2,631-93.6% |
| Participant deferral / active EE | $1,250 | $2,671-53.2% | $4,083-69.4% | $4,212-70.3% |
| Admin fee / account holder | $22,257 | $4,497+395.0% | $6,065+267.0% | $7,344+203.1% |