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 | $75,212 | $67,411+11.6% | $91,001-17.4% | $70,131+7.2% |
| Participation rate | 40.6% | 71.4%-30.8pp | 75.6%-35.0pp | 69.5%-29.0pp |
| Annual return | 12.82% | -40.16%+53.0pp | 4.60%+8.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $734 | $1,786-58.9% | $2,456-70.1% | $2,342-68.7% |
| Participant deferral / active EE | $1,883 | $2,823-33.3% | $3,547-46.9% | $3,332-43.5% |
| Admin fee / account holder | $8,899 | $4,236+110.1% | $5,417+64.3% | $4,645+91.6% |