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 | $78,976 | $58,828+34.2% | $77,999+1.3% | $62,891+25.6% |
| Participation rate | 31.3% | 71.1%-39.7pp | 75.5%-44.2pp | 69.3%-38.0pp |
| Annual return | 6.82% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $536 | $1,672-67.9% | $2,470-78.3% | $2,281-76.5% |
| Participant deferral / active EE | $1,412 | $2,686-47.4% | $3,497-59.6% | $3,203-55.9% |
| Admin fee / account holder | $1,323 | $4,393-69.9% | $5,480-75.9% | $4,296-69.2% |