Filed September 27, 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.
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 | $42,677 | $39,245+8.7% | $64,105-33.4% | $52,331-18.4% |
| Participation rate | 66.7% | 58.2%+8.4pp | 68.2%-1.5pp | 68.1%-1.4pp |
| Annual return | -0.98% | 14.79%-15.8pp | 791.24%-792.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $2,070 | $736+181.2% | $1,820+13.7% | $1,882+10.0% |
| Participant deferral / active EE | $2,810 | $1,992+41.1% | $2,822-0.4% | $3,022-7.0% |
| Admin fee / account holder | $12,772 | $592+2055.6% | $4,499+183.9% | $592+2058.9% |