Filed December 15, 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 | $107,311 | $85,202+25.9% | $172,739-37.9% | $72,985+47.0% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.6%-15.1pp | 69.5%-1.9pp |
| Annual return | 31.65% | 27.32%+4.3pp | 802.84%-771.2pp | 81.00%-49.4pp |
| Employer contribution / active EE | $2,150 | $3,324-35.3% | $5,143-58.2% | $2,440-11.9% |
| Participant deferral / active EE | $3,922 | $3,260+20.3% | $5,198-24.5% | $3,607+8.7% |
| Admin fee / account holder | $994 | $5,884-83.1% | $13,954-92.9% | $5,124-80.6% |