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 | $66,873 | $59,107+13.1% | $86,436-22.6% | $68,494-2.4% |
| Participation rate | 48.4% | 75.2%-26.8pp | 80.3%-31.9pp | 67.9%-19.5pp |
| Annual return | 1.98% | -0.23%+2.2pp | 4394.89%-4392.9pp | -7.84%+9.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,325 | $5,901-60.6% | $6,952-66.5% | $4,027-42.3% |
| Admin fee / account holder | $404 | $5,637-92.8% | $6,731-94.0% | $5,403-92.5% |