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 | $75,817 | $80,673-6.0% | $101,326-25.2% | $84,808-10.6% |
| Participation rate | 31.1% | 77.8%-46.7pp | 81.5%-50.4pp | 68.3%-37.2pp |
| Annual return | 4.04% | 38.95%-34.9pp | 36.82%-32.8pp | 40.90%-36.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,061 | $6,840-69.9% | $7,994-74.2% | $4,212-51.1% |
| Admin fee / account holder | $22,375 | $12,784+75.0% | $11,185+100.0% | $7,344+204.7% |