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.
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 | $26,211 | $48,570-46.0% | $130,648-79.9% | $72,985-64.1% |
| Participation rate | 38.6% | 58.6%-20.0pp | 71.7%-33.2pp | 69.5%-30.9pp |
| Annual return | 14.81% | 38.63%-23.8pp | 1708.96%-1694.2pp | 81.00%-66.2pp |
| Employer contribution / active EE | $351 | $1,334-73.7% | $4,092-91.4% | $2,440-85.6% |
| Participant deferral / active EE | $1,465 | $2,384-38.5% | $3,603-59.3% | $3,607-59.4% |
| Admin fee / account holder | $22,996 | $3,549+548.0% | $5,464+320.8% | $5,124+348.8% |