Filed December 21, 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 | $41,492 | $39,162+6.0% | $100,671-58.8% | $59,632-30.4% |
| Participation rate | 38.9% | 55.9%-17.0pp | 70.7%-31.8pp | 68.7%-29.8pp |
| Annual return | 0.03% | 21.07%-21.0pp | 20.43%-20.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $172 | $1,151-85.0% | $4,012-95.7% | $2,203-92.2% |
| Participant deferral / active EE | $1,187 | $1,992-40.4% | $3,144-62.2% | $3,192-62.8% |
| Admin fee / account holder | $9,758 | $2,969+228.6% | $4,850+101.2% | $4,297+127.1% |