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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,294 | $56,629+8.2% | $77,999-21.4% | $55,167+11.1% |
| Participation rate | 32.4% | 73.3%-40.9pp | 75.5%-43.2pp | 69.0%-36.6pp |
| Annual return | -3.11% | 2866.98%-2870.1pp | 425.96%-429.1pp | 169.23%-172.3pp |
| Employer contribution / active EE | $838 | $1,723-51.3% | $2,470-66.1% | $1,963-57.3% |
| Participant deferral / active EE | $1,878 | $2,777-32.4% | $3,497-46.3% | $3,054-38.5% |
| Admin fee / account holder | $1,264 | $467+171.0% | $5,480-76.9% | $504+150.9% |