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 | $72,836 | $80,968-10.0% | $96,544-24.6% | $75,163-3.1% |
| Participation rate | 52.4% | 71.8%-19.4pp | 76.0%-23.6pp | 67.2%-14.8pp |
| Annual return | 10.83% | 27.06%-16.2pp | 25.84%-15.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,361 | $3,928-39.9% | $4,851-51.3% | $4,125-42.8% |
| Admin fee / account holder | $14,148 | $6,724+110.4% | $8,252+71.4% | $5,651+150.4% |