Filed September 21, 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 | $41,678 | $50,637-17.7% | $86,590-51.9% | $62,292-33.1% |
| Participation rate | 59.4% | 67.9%-8.5pp | 73.5%-14.1pp | 69.5%-10.1pp |
| Annual return | 22.54% | 20.80%+1.7pp | 964.84%-942.3pp | 28.90%-6.4pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,253 | $2,611-52.0% | $3,609-65.3% | $3,169-60.5% |
| Admin fee / account holder | $5,176 | $413+1152.4% | $4,906+5.5% | $479+979.8% |