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 | $102,591 | $156,846-34.6% | $121,098-15.3% | $139,434-26.4% |
| Participation rate | 52.6% | 76.4%-23.8pp | 69.5%-16.9pp | 80.3%-27.7pp |
| Annual return | 15.04% | 1474.56%-1459.5pp | 985.75%-970.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,730 | $5,536-68.7% | $4,164-58.4% | $4,751-63.6% |
| Participant deferral / active EE | $5,396 | $4,844+11.4% | $4,080+32.3% | $6,710-19.6% |
| Admin fee / account holder | $5,460 | $6,946-21.4% | $5,644-3.3% | $11,403-52.1% |