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.
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 | $119,105 | $176,662-32.6% | $130,648-8.8% | $152,861-22.1% |
| Participation rate | 38.1% | 79.0%-40.9pp | 71.7%-33.6pp | 82.4%-44.4pp |
| Annual return | 21.12% | 2692.24%-2671.1pp | 1708.96%-1687.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $755 | $5,742-86.9% | $4,092-81.6% | $4,762-84.2% |
| Participant deferral / active EE | $3,423 | $4,361-21.5% | $3,603-5.0% | $5,850-41.5% |
| Admin fee / account holder | $10,559 | $7,133+48.0% | $5,464+93.2% | $11,596-8.9% |