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 | $66,987 | $78,422-14.6% | $95,952-30.2% | $79,858-16.1% |
| Participation rate | 67.2% | 73.5%-6.2pp | 77.1%-9.8pp | 69.6%-2.4pp |
| Annual return | 10.80% | 19.37%-8.6pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,417 | $3,440-29.7% | $4,167-42.0% | $3,740-35.4% |
| Admin fee / account holder | $1,282 | $5,622-77.2% | $6,795-81.1% | $5,306-75.8% |