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 | $72,898 | $71,883+1.4% | $86,677-15.9% | $68,494+6.4% |
| Participation rate | 63.0% | 72.2%-9.3pp | 76.6%-13.6pp | 67.9%-4.9pp |
| Annual return | -13.62% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,496 | $3,779-7.5% | $4,656-24.9% | $4,027-13.2% |
| Admin fee / account holder | $4,853 | $6,112-20.6% | $7,493-35.2% | $5,403-10.2% |