Filed December 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,216 | $83,477-21.9% | $125,175-47.9% | $72,985-10.6% |
| Participation rate | 55.4% | 73.3%-17.9pp | 79.8%-24.4pp | 69.5%-14.1pp |
| Annual return | 10.51% | 25.78%-15.3pp | 43.79%-33.3pp | 81.00%-70.5pp |
| Employer contribution / active EE | $1,189 | $2,345-49.3% | $3,865-69.2% | $2,440-51.3% |
| Participant deferral / active EE | $1,547 | $3,585-56.8% | $4,937-68.7% | $3,607-57.1% |
| Admin fee / account holder | $8,963 | $5,517+62.5% | $9,702-7.6% | $5,124+74.9% |