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 | $61,078 | $48,570+25.8% | $130,648-53.2% | $72,985-16.3% |
| Participation rate | 47.5% | 58.6%-11.1pp | 71.7%-24.2pp | 69.5%-22.0pp |
| Annual return | 19.51% | 38.63%-19.1pp | 1708.96%-1689.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,269 | $2,384-46.7% | $3,603-64.8% | $3,607-64.8% |
| Admin fee / account holder | $2,305 | $3,549-35.0% | $5,464-57.8% | $5,124-55.0% |