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 | $78,017 | $67,606+15.4% | $82,313-5.2% | $70,131+11.2% |
| Participation rate | 53.5% | 72.8%-19.3pp | 76.9%-23.4pp | 69.5%-16.0pp |
| Annual return | 12.41% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $243 | $1,755-86.2% | $2,428-90.0% | $2,342-89.6% |
| Participant deferral / active EE | $2,405 | $2,987-19.5% | $3,706-35.1% | $3,332-27.8% |
| Admin fee / account holder | $2,462 | $4,512-45.4% | $5,608-56.1% | $4,645-47.0% |