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 | $78,354 | $62,586+25.2% | $76,768+2.1% | $64,186+22.1% |
| Participation rate | 50.8% | 72.8%-22.0pp | 77.0%-26.2pp | 69.6%-18.8pp |
| Annual return | -6.19% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $244 | $1,832-86.7% | $2,485-90.2% | $2,381-89.8% |
| Participant deferral / active EE | $2,226 | $3,145-29.2% | $3,852-42.2% | $3,470-35.8% |
| Admin fee / account holder | $2,301 | $4,667-50.7% | $6,675-65.5% | $4,888-52.9% |