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 | $171,864 | $112,096+53.3% | $95,952+79.1% | $158,922+8.1% |
| Participation rate | 68.4% | 79.0%-10.6pp | 77.1%-8.7pp | 82.0%-13.5pp |
| Annual return | 16.54% | 171.09%-154.6pp | 91.61%-75.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,839 | $4,784-61.6% | $4,167-55.9% | $5,982-69.3% |
| Admin fee / account holder | $10,138 | $10,130+0.1% | $6,795+49.2% | $11,246-9.9% |