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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,486 | $46,869-39.2% | $122,332-76.7% | $70,131-59.4% |
| Participation rate | 65.7% | 58.2%+7.5pp | 71.6%-5.9pp | 69.5%-3.8pp |
| Annual return | 15.00% | 24.22%-9.2pp | 30.27%-15.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $424 | $1,288-67.1% | $4,050-89.5% | $2,342-81.9% |
| Participant deferral / active EE | $2,503 | $2,166+15.5% | $3,287-23.9% | $3,332-24.9% |
| Admin fee / account holder | $4,845 | $3,322+45.8% | $5,478-11.6% | $4,645+4.3% |