Filed January 1, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,839 | $62,586-7.6% | $76,768-24.7% | $64,186-9.9% |
| Participation rate | 57.4% | 72.8%-15.4pp | 77.0%-19.6pp | 69.6%-12.2pp |
| Annual return | -4.32% | -1.95%-2.4pp | 2.43%-6.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,598 | $3,145-17.4% | $3,852-32.5% | $3,470-25.1% |
| Admin fee / account holder | $22,433 | $4,667+380.7% | $6,675+236.1% | $4,888+358.9% |