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.
Employer 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 | $61,982 | $49,173+26.1% | $121,098-48.8% | $75,163-17.5% |
| Participation rate | 32.2% | 55.4%-23.2pp | 69.5%-37.3pp | 67.2%-35.0pp |
| Annual return | 17.38% | 55.99%-38.6pp | 985.75%-968.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,025 | $2,628-61.0% | $4,080-74.9% | $4,125-75.2% |
| Admin fee / account holder | $8,897 | $3,942+125.7% | $5,644+57.6% | $5,651+57.5% |