Filed December 31, 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.
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 | $33,613 | $85,766-60.8% | $136,294-75.3% | $70,131-52.1% |
| Participation rate | 67.5% | 74.2%-6.7pp | 81.9%-14.4pp | 69.5%-2.0pp |
| Annual return | 11.57% | 31.45%-19.9pp | 5155.94%-5144.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,268 | $2,966-57.3% | $4,695-73.0% | $2,342-45.9% |
| Participant deferral / active EE | $3,203 | $5,051-36.6% | $6,247-48.7% | $3,332-3.9% |
| Admin fee / account holder | $2,343 | $5,420-56.8% | $9,243-74.7% | $4,645-49.6% |