Filed December 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,239 | $60,124-93.0% | $90,404-95.3% | $79,858-94.7% |
| Participation rate | 59.0% | 65.0%-6.0pp | 72.7%-13.7pp | 69.6%-10.7pp |
| Annual return | 12.37% | 71.94%-59.6pp | 1293.02%-1280.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $230 | $2,068-88.9% | $3,262-92.9% | $2,471-90.7% |
| Participant deferral / active EE | $720 | $2,938-75.5% | $3,963-81.8% | $3,740-80.7% |
| Admin fee / account holder | $703 | $3,976-82.3% | $5,611-87.5% | $5,306-86.7% |