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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,851 | $68,346-6.6% | $94,646-32.5% | $75,163-15.1% |
| Participation rate | 46.9% | 76.1%-29.2pp | 80.8%-34.0pp | 67.2%-20.3pp |
| Annual return | -6.99% | 616.93%-623.9pp | 156.71%-163.7pp | 160.62%-167.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,289 | $6,537-65.0% | $7,418-69.1% | $4,125-44.5% |
| Admin fee / account holder | $3,027 | $5,326-43.2% | $7,231-58.1% | $5,651-46.4% |