Filed September 25, 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 | $62,308 | $60,349+3.2% | $74,183-16.0% | $62,891-0.9% |
| Participation rate | 51.3% | 72.7%-21.4pp | 76.6%-25.3pp | 69.3%-18.0pp |
| Annual return | 7.36% | 21.37%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $231 | $1,680-86.3% | $2,370-90.3% | $2,281-89.9% |
| Participant deferral / active EE | $2,222 | $2,856-22.2% | $3,550-37.4% | $3,203-30.6% |
| Admin fee / account holder | $3,504 | $4,261-17.8% | $5,586-37.3% | $4,296-18.4% |