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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,128 | $51,576-62.9% | $129,207-85.2% | $80,856-76.3% |
| Participation rate | 44.3% | 57.0%-12.7pp | 69.6%-25.4pp | 67.6%-23.4pp |
| Annual return | 11.30% | 20.81%-9.5pp | 9417.33%-9406.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $908 | $1,584-42.7% | $4,153-78.1% | $2,755-67.1% |
| Participant deferral / active EE | $543 | $2,669-79.7% | $4,168-87.0% | $4,296-87.4% |
| Admin fee / account holder | $2,101 | $4,305-51.2% | $7,715-72.8% | $6,918-69.6% |