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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,357 | $51,620-33.4% | $90,281-61.9% | $65,185-47.3% |
| Participation rate | 68.6% | 68.6%0pp | 73.3%-4.7pp | 70.2%-1.6pp |
| Annual return | 41.77% | 24.94%+16.8pp | 78.10%-36.3pp | 29.38%+12.4pp |
| Employer contribution / active EE | $211 | $2,235-90.6% | $2,854-92.6% | $2,177-90.3% |
| Participant deferral / active EE | $960 | $2,871-66.6% | $3,885-75.3% | $3,514-72.7% |
| Admin fee / account holder | $165 | $384-57.1% | $5,351-96.9% | $847-80.5% |