Filed December 17, 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 | $44,672 | $46,869-4.7% | $122,332-63.5% | $70,131-36.3% |
| Participation rate | 48.8% | 58.2%-9.4pp | 71.6%-22.8pp | 69.5%-20.7pp |
| Annual return | 15.54% | 24.22%-8.7pp | 30.27%-14.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,130 | $2,166-47.8% | $3,287-65.6% | $3,332-66.1% |
| Admin fee / account holder | $4,130 | $3,322+24.3% | $5,478-24.6% | $4,645-11.1% |