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 | $85,659 | $71,883+19.2% | $86,677-1.2% | $68,494+25.1% |
| Participation rate | 62.8% | 72.2%-9.4pp | 76.6%-13.8pp | 67.9%-5.1pp |
| Annual return | -15.44% | 3.52%-19.0pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $319 | $2,173-85.3% | $2,836-88.8% | $2,596-87.7% |
| Participant deferral / active EE | $4,004 | $3,779+6.0% | $4,656-14.0% | $4,027-0.6% |
| Admin fee / account holder | $10,590 | $6,112+73.3% | $7,493+41.3% | $5,403+96.0% |