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.
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 | $144,755 | $103,376+40.0% | $87,100+66.2% | $152,861-5.3% |
| Participation rate | 59.1% | 79.3%-20.3pp | 76.9%-17.8pp | 82.4%-23.4pp |
| Annual return | 25.56% | 28.10%-2.5pp | 28.19%-2.6pp | 345.32%-319.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,081 | $4,778-56.5% | $4,049-48.6% | $5,850-64.4% |
| Admin fee / account holder | $7,284 | $12,205-40.3% | $7,497-2.8% | $11,596-37.2% |