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 3-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 | $61,279 | $46,869+30.7% | $122,332-49.9% | $70,131-12.6% |
| Participation rate | 43.1% | 58.2%-15.1pp | 71.6%-28.5pp | 69.5%-26.4pp |
| Annual return | 13.72% | 24.22%-10.5pp | 30.27%-16.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $728 | $1,288-43.5% | $4,050-82.0% | $2,342-68.9% |
| Participant deferral / active EE | $1,657 | $2,166-23.5% | $3,287-49.6% | $3,332-50.3% |
| Admin fee / account holder | $13,867 | $3,322+317.4% | $5,478+153.1% | $4,645+198.5% |