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.
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 | $22,182 | $53,516-58.5% | $126,539-82.5% | $84,808-73.8% |
| Participation rate | 48.4% | 58.2%-9.8pp | 69.8%-21.4pp | 68.3%-19.9pp |
| Annual return | 12.80% | 58.34%-45.5pp | 425.95%-413.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $808 | $1,535-47.4% | $3,674-78.0% | $2,631-69.3% |
| Participant deferral / active EE | $707 | $2,671-73.5% | $4,083-82.7% | $4,212-83.2% |
| Admin fee / account holder | $941 | $4,497-79.1% | $6,065-84.5% | $7,344-87.2% |