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 | $55,781 | $46,674+19.5% | $117,472-52.5% | $68,494-18.6% |
| Participation rate | 47.2% | 56.8%-9.6pp | 70.6%-23.4pp | 67.9%-20.7pp |
| Annual return | -17.27% | -14.52%-2.8pp | 29.74%-47.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,792 | $2,636-32.0% | $4,070-56.0% | $4,027-55.5% |
| Admin fee / account holder | $3,384 | $4,020-15.8% | $5,645-40.1% | $5,403-37.4% |