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 | $26,154 | $39,019-33.0% | $80,716-67.6% | $85,850-69.5% |
| Participation rate | 15.3% | 41.5%-26.2pp | 54.2%-38.9pp | 69.3%-54.0pp |
| Annual return | 41.26% | 26.27%+15.0pp | 87.28%-46.0pp | 318.53%-277.3pp |
| Employer contribution / active EE | $329 | $722-54.4% | $1,160-71.6% | $2,565-87.2% |
| Participant deferral / active EE | $679 | $1,326-48.8% | $2,146-68.4% | $3,952-82.8% |
| Admin fee / account holder | $8,844 | $2,431+263.8% | $3,380+161.7% | $6,260+41.3% |