Filed December 31, 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.
Participant 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 | $33,998 | $80,968-58.0% | $96,544-64.8% | $75,163-54.8% |
| Participation rate | 61.9% | 71.8%-9.9pp | 76.0%-14.1pp | 67.2%-5.3pp |
| Annual return | 13.20% | 27.06%-13.9pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $596 | $3,928-84.8% | $4,851-87.7% | $4,125-85.5% |
| Admin fee / account holder | $7,679 | $6,724+14.2% | $8,252-6.9% | $5,651+35.9% |