Filed December 9, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,871 | $52,353+58.3% | $120,225-31.1% | $82,448+0.5% |
| Participation rate | 33.3% | 58.3%-25.0pp | 69.6%-36.2pp | 68.1%-34.7pp |
| Annual return | 0.22% | 61.85%-61.6pp | 439.23%-439.0pp | 41.64%-41.4pp |
| Employer contribution / active EE | $349 | $1,510-76.9% | $3,475-90.0% | $2,551-86.3% |
| Participant deferral / active EE | $2,186 | $2,627-16.8% | $3,999-45.3% | $4,139-47.2% |
| Admin fee / account holder | $11,005 | $4,363+152.3% | $5,696+93.2% | $7,234+52.1% |