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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,111 | $41,377+28.4% | $109,313-51.4% | $62,891-15.6% |
| Participation rate | 40.0% | 57.5%-17.5pp | 71.3%-31.3pp | 69.3%-29.3pp |
| Annual return | 4.67% | 11.05%-6.4pp | 22.07%-17.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $52 | $1,276-95.9% | $3,892-98.7% | $2,281-97.7% |
| Participant deferral / active EE | $1,623 | $2,045-20.6% | $3,166-48.7% | $3,203-49.3% |
| Admin fee / account holder | $5,118 | $2,884+77.5% | $5,666-9.7% | $4,296+19.1% |