Filed November 4, 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 | $40,224 | $58,577-31.3% | $83,333-51.7% | $64,186-37.3% |
| Participation rate | 57.7% | 72.0%-14.3pp | 77.8%-20.1pp | 69.6%-11.9pp |
| Annual return | 8.69% | 9.65%-1.0pp | 10.63%-1.9pp | 7.63%+1.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,145 | $4,654-53.9% | $5,565-61.5% | $3,470-38.2% |
| Admin fee / account holder | $15,371 | $9,275+65.7% | $7,510+104.7% | $4,888+214.5% |