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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,136 | $53,777-34.7% | $134,143-73.8% | $79,858-56.0% |
| Participation rate | 44.1% | 58.8%-14.7pp | 72.2%-28.1pp | 69.6%-25.6pp |
| Annual return | 19.98% | 19.01%+1.0pp | 36.33%-16.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $448 | $1,321-66.1% | $3,704-87.9% | $2,471-81.9% |
| Participant deferral / active EE | $1,722 | $2,420-28.8% | $3,499-50.8% | $3,740-54.0% |
| Admin fee / account holder | $446 | $3,984-88.8% | $6,684-93.3% | $5,306-91.6% |