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 | $65,470 | $67,411-2.9% | $91,001-28.1% | $70,131-6.6% |
| Participation rate | 39.5% | 71.4%-31.8pp | 75.6%-36.1pp | 69.5%-30.0pp |
| Annual return | 20.66% | -40.16%+60.8pp | 4.60%+16.1pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,035 | $1,786-42.0% | $2,456-57.8% | $2,342-55.8% |
| Participant deferral / active EE | $1,914 | $2,823-32.2% | $3,547-46.1% | $3,332-42.6% |
| Admin fee / account holder | $7,632 | $4,236+80.2% | $5,417+40.9% | $4,645+64.3% |