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 | $67,549 | $61,660+9.6% | $80,019-15.6% | $64,186+5.2% |
| Participation rate | 39.0% | 71.7%-32.7pp | 75.8%-36.9pp | 69.6%-30.6pp |
| Annual return | -5.17% | -0.33%-4.8pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $519 | $1,810-71.3% | $2,468-79.0% | $2,381-78.2% |
| Participant deferral / active EE | $2,327 | $2,968-21.6% | $3,686-36.9% | $3,470-32.9% |
| Admin fee / account holder | $645 | $5,417-88.1% | $6,521-90.1% | $4,888-86.8% |