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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,459 | $77,145-20.3% | $108,410-43.3% | $85,850-28.4% |
| Participation rate | 50.7% | 74.7%-23.9pp | 80.1%-29.4pp | 69.3%-18.6pp |
| Annual return | 43.86% | 44.54%-0.7pp | 905.27%-861.4pp | 318.53%-274.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,817 | $5,566-67.4% | $6,563-72.3% | $3,952-54.0% |
| Admin fee / account holder | $1,384 | $5,172-73.2% | $7,295-81.0% | $6,260-77.9% |