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 | $62,532 | $91,552-31.7% | $133,956-53.3% | $79,858-21.7% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.1pp |
| Annual return | 9.45% | 61.85%-52.4pp | 45.09%-35.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,102 | $2,384-53.7% | $3,919-71.9% | $2,471-55.4% |
| Participant deferral / active EE | $1,366 | $3,733-63.4% | $5,048-72.9% | $3,740-63.5% |
| Admin fee / account holder | $5,389 | $6,321-14.7% | $8,927-39.6% | $5,306+1.5% |