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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,027 | $86,929-35.5% | $102,423-45.3% | $80,856-30.7% |
| Participation rate | 57.9% | 72.4%-14.5pp | 76.5%-18.6pp | 67.6%-9.7pp |
| Annual return | 6.72% | 18.88%-12.2pp | 29.32%-22.6pp | 35.59%-28.9pp |
| Employer contribution / active EE | $609 | $2,369-74.3% | $3,023-79.9% | $2,755-77.9% |
| Participant deferral / active EE | $2,903 | $4,118-29.5% | $5,053-42.5% | $4,296-32.4% |
| Admin fee / account holder | $27,045 | $8,049+236.0% | $9,451+186.2% | $6,918+290.9% |