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 | $69,890 | $169,032-58.7% | $129,207-45.9% | $145,922-52.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 8.70% | 14330.11%-14321.4pp | 9417.33%-9408.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,512 | $5,537-72.7% | $4,153-63.6% | $4,660-67.6% |
| Participant deferral / active EE | $4,195 | $4,987-15.9% | $4,168+0.7% | $6,688-37.3% |
| Admin fee / account holder | $48,340 | $9,954+385.6% | $7,715+526.6% | $13,397+260.8% |