Filed September 25, 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 | $47,996 | $51,604-7.0% | $129,295-62.9% | $80,874-40.7% |
| Participation rate | 21.3% | 57.0%-35.7pp | 69.6%-48.3pp | 67.6%-46.4pp |
| Annual return | 14.39% | 20.76%-6.4pp | 9429.28%-9414.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $33 | $1,585-97.9% | $4,157-99.2% | $2,756-98.8% |
| Participant deferral / active EE | $919 | $2,670-65.6% | $4,169-78.0% | $4,297-78.6% |
| Admin fee / account holder | $965 | $4,310-77.6% | $7,665-87.4% | $6,935-86.1% |