Filed October 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,240 | $58,208+408.9% | $81,812+262.1% | $80,856+266.4% |
| Participation rate | 61.0% | 63.4%-2.4pp | 72.3%-11.3pp | 67.6%-6.6pp |
| Annual return | 14.33% | 41.66%-27.3pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,963 | $2,340+69.3% | $2,912+36.1% | $2,755+43.8% |
| Participant deferral / active EE | $8,041 | $3,281+145.1% | $4,319+86.2% | $4,296+87.2% |
| Admin fee / account holder | $16,816 | $4,981+237.6% | $7,386+127.7% | $6,918+143.1% |