Filed December 29, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,674 | $158,817-53.6% | $121,196-39.2% | $135,375-45.6% |
| Participation rate | 47.4% | 79.3%-31.9pp | 71.7%-24.4pp | 82.6%-35.3pp |
| Annual return | -6.86% | -0.64%-6.2pp | 16.93%-23.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,394 | $4,005-15.3% | $3,344+1.5% | $5,609-39.5% |
| Admin fee / account holder | $2,927 | $6,512-55.1% | $5,019-41.7% | $10,827-73.0% |