Filed September 22, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,497 | $34,308-25.7% | $74,701-65.9% | $72,985-65.1% |
| Participation rate | 18.1% | 42.4%-24.3pp | 54.5%-36.4pp | 69.5%-51.4pp |
| Annual return | 21.61% | 26.58%-5.0pp | 752.92%-731.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $375 | $1,271-70.5% | $1,964-80.9% | $3,607-89.6% |
| Admin fee / account holder | $1,415 | $2,124-33.4% | $3,333-57.5% | $5,124-72.4% |