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 | $28,254 | $27,641+2.2% | $61,373-54.0% | $68,494-58.7% |
| Participation rate | 18.5% | 39.5%-21.0pp | 52.6%-34.1pp | 67.9%-49.4pp |
| Annual return | -16.37% | -13.24%-3.1pp | 338.61%-355.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $568 | $695-18.3% | $1,159-51.0% | $2,596-78.1% |
| Participant deferral / active EE | $1,212 | $1,263-4.1% | $2,125-43.0% | $4,027-69.9% |
| Admin fee / account holder | $3,705 | $2,010+84.4% | $2,130+74.0% | $5,403-31.4% |