Filed December 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,889 | $43,723-20.2% | $121,196-71.2% | $64,186-45.6% |
| Participation rate | 39.5% | 58.3%-18.8pp | 71.7%-32.2pp | 69.6%-30.0pp |
| Annual return | -6.56% | 68.91%-75.5pp | 16.93%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,205 | $2,280-47.1% | $3,344-64.0% | $3,470-65.3% |
| Admin fee / account holder | $4,500 | $3,501+28.5% | $5,019-10.3% | $4,888-7.9% |