Filed December 30, 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 | $43,895 | $39,162+12.1% | $100,671-56.4% | $59,632-26.4% |
| Participation rate | 56.4% | 55.9%+0.6pp | 70.7%-14.3pp | 68.7%-12.3pp |
| Annual return | 6.48% | 21.07%-14.6pp | 20.43%-13.9pp | 2041.28%-2034.8pp |
| Employer contribution / active EE | $580 | $1,151-49.6% | $4,012-85.5% | $2,203-73.7% |
| Participant deferral / active EE | $2,122 | $1,992+6.5% | $3,144-32.5% | $3,192-33.5% |
| Admin fee / account holder | $984 | $2,969-66.9% | $4,850-79.7% | $4,297-77.1% |