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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,969 | $49,173-71.6% | $121,098-88.5% | $75,163-81.4% |
| Participation rate | 46.5% | 55.4%-8.9pp | 69.5%-23.0pp | 67.2%-20.7pp |
| Annual return | 10.03% | 55.99%-46.0pp | 985.75%-975.7pp | 160.62%-150.6pp |
| Employer contribution / active EE | $879 | $1,546-43.1% | $4,164-78.9% | $2,670-67.1% |
| Participant deferral / active EE | $360 | $2,628-86.3% | $4,080-91.2% | $4,125-91.3% |
| Admin fee / account holder | $1,997 | $3,942-49.3% | $5,644-64.6% | $5,651-64.7% |