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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,151 | $63,355-35.0% | $91,989-55.3% | $72,985-43.6% |
| Participation rate | 64.3% | 72.5%-8.2pp | 78.6%-14.3pp | 69.5%-5.2pp |
| Annual return | 3.29% | 35.35%-32.1pp | 69.02%-65.7pp | 81.00%-77.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,433 | $4,883-50.2% | $5,923-58.9% | $3,607-32.6% |
| Admin fee / account holder | $2,760 | $4,668-40.9% | $7,743-64.4% | $5,124-46.1% |