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 | $71,607 | $77,503-7.6% | $100,391-28.7% | $80,856-11.4% |
| Participation rate | 44.1% | 76.9%-32.8pp | 81.5%-37.4pp | 67.6%-23.5pp |
| Annual return | 16.30% | 37.20%-20.9pp | 49.20%-32.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,348 | $6,820-65.6% | $8,082-70.9% | $4,296-45.3% |
| Admin fee / account holder | $6,306 | $5,897+6.9% | $7,899-20.2% | $6,918-8.9% |