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 | $67,583 | $72,277-6.5% | $101,248-33.3% | $79,858-15.4% |
| Participation rate | 67.9% | 68.5%-0.6pp | 75.8%-8.0pp | 69.6%-1.8pp |
| Annual return | 14.18% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $622 | $2,692-76.9% | $3,660-83.0% | $2,471-74.8% |
| Participant deferral / active EE | $2,621 | $3,282-20.1% | $4,370-40.0% | $3,740-29.9% |
| Admin fee / account holder | $3,586 | $4,400-18.5% | $5,945-39.7% | $5,306-32.4% |