Filed May 18, 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 | $72,026 | $54,380+32.4% | $68,509+5.1% | $59,632+20.8% |
| Participation rate | 33.8% | 70.2%-36.4pp | 74.7%-40.9pp | 68.7%-34.9pp |
| Annual return | -0.45% | 2.83%-3.3pp | 8.27%-8.7pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $544 | $1,539-64.6% | $2,278-76.1% | $2,203-75.3% |
| Participant deferral / active EE | $1,331 | $2,643-49.6% | $3,382-60.6% | $3,192-58.3% |
| Admin fee / account holder | $3,204 | $3,885-17.5% | $5,275-39.3% | $4,297-25.4% |