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 | $53,458 | $46,869+14.1% | $122,332-56.3% | $70,131-23.8% |
| Participation rate | 62.9% | 58.2%+4.7pp | 71.6%-8.8pp | 69.5%-6.7pp |
| Annual return | 21.53% | 24.22%-2.7pp | 30.27%-8.7pp | 73.14%-51.6pp |
| Employer contribution / active EE | $536 | $1,288-58.3% | $4,050-86.8% | $2,342-77.1% |
| Participant deferral / active EE | $2,250 | $2,166+3.9% | $3,287-31.5% | $3,332-32.5% |
| Admin fee / account holder | $3,060 | $3,322-7.9% | $5,478-44.1% | $4,645-34.1% |