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 | $62,586 | $46,869+33.5% | $122,332-48.8% | $70,131-10.8% |
| Participation rate | 35.7% | 58.2%-22.5pp | 71.6%-35.9pp | 69.5%-33.8pp |
| Annual return | 13.92% | 24.22%-10.3pp | 30.27%-16.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,639 | $2,166-24.3% | $3,287-50.1% | $3,332-50.8% |
| Admin fee / account holder | $814 | $3,322-75.5% | $5,478-85.1% | $4,645-82.5% |