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 | $80,705+30.7% | $115,768-8.9% | $67,986+55.1% |
| Participation rate | 38.7% | 63.0%-24.3pp | 74.4%-35.7pp | 57.2%-18.6pp |
| Annual return | 20.50% | 18.49%+2.0pp | 100.46%-80.0pp | 31.67%-11.2pp |
| Employer contribution / active EE | $1,548 | $2,046-24.3% | $2,940-47.3% | $2,019-23.3% |
| Participant deferral / active EE | $3,475 | $3,559-2.4% | $4,917-29.3% | $3,358+3.5% |
| Admin fee / account holder | $9,987 | $4,135+141.5% | $12,439-19.7% | $3,203+211.8% |