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 | $102,205 | $73,867+38.4% | $143,757-28.9% | $68,494+49.2% |
| Participation rate | 67.6% | 66.7%+0.9pp | 80.3%-12.7pp | 67.9%-0.3pp |
| Annual return | -18.70% | 1.01%-19.7pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,642 | $3,184-17.0% | $4,951-46.6% | $2,596+1.8% |
| Participant deferral / active EE | $5,082 | $3,384+50.2% | $5,637-9.8% | $4,027+26.2% |
| Admin fee / account holder | $5,258 | $5,755-8.6% | $14,673-64.2% | $5,403-2.7% |