Filed February 1, 1992 (most recent of 2 filings on file)
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 | $28,569 | $80,717-64.6% | $154,803-81.5% | $84,808-66.3% |
| Participation rate | 34.5% | 66.8%-32.3pp | 78.1%-43.5pp | 68.3%-33.8pp |
| Annual return | 15.04% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $651 | $2,761-76.4% | $4,305-84.9% | $2,631-75.3% |
| Participant deferral / active EE | $1,597 | $3,303-51.6% | $5,540-71.2% | $4,212-62.1% |
| Admin fee / account holder | $2,122 | $6,746-68.5% | $14,329-85.2% | $7,344-71.1% |