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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,497 | $86,286-9.0% | $111,297-29.5% | $85,850-8.6% |
| Participation rate | 66.1% | 73.3%-7.3pp | 77.3%-11.2pp | 69.3%-3.2pp |
| Annual return | 8.33% | 19.99%-11.7pp | 54.65%-46.3pp | 318.53%-310.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,174 | $3,641-12.8% | $4,487-29.3% | $3,952-19.7% |
| Admin fee / account holder | $1,824 | $8,188-77.7% | $7,964-77.1% | $6,260-70.9% |