Filed December 28, 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 | $105,465 | $84,556+24.7% | $116,228-9.3% | $74,304+41.9% |
| Participation rate | 38.7% | 66.0%-27.4pp | 74.6%-35.9pp | 60.3%-21.7pp |
| Annual return | 20.50% | 18.35%+2.2pp | 90.06%-69.6pp | 29.43%-8.9pp |
| Employer contribution / active EE | $1,548 | $2,168-28.6% | $2,994-48.3% | $2,241-30.9% |
| Participant deferral / active EE | $3,475 | $3,814-8.9% | $4,953-29.8% | $3,767-7.8% |
| Admin fee / account holder | $9,987 | $3,792+163.4% | $11,989-16.7% | $2,969+236.4% |