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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,936 | $58,694+15.7% | $142,863-52.4% | $85,850-20.9% |
| Participation rate | 47.2% | 58.5%-11.3pp | 71.9%-24.7pp | 69.3%-22.1pp |
| Annual return | 9.04% | 27.72%-18.7pp | 5637.54%-5628.5pp | 318.53%-309.5pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,875 | $2,607-28.1% | $3,837-51.1% | $3,952-52.6% |
| Admin fee / account holder | $2,427 | $4,239-42.7% | $6,560-63.0% | $6,260-61.2% |