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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,933 | $76,367-25.4% | $93,606-39.2% | $72,985-22.0% |
| Participation rate | 35.7% | 71.7%-36.0pp | 75.8%-40.1pp | 69.5%-33.8pp |
| Annual return | 11.33% | 25.82%-14.5pp | 32.76%-21.4pp | 81.00%-69.7pp |
| Employer contribution / active EE | $1,013 | $2,275-55.5% | $2,718-62.7% | $2,440-58.5% |
| Participant deferral / active EE | $2,730 | $3,538-22.8% | $4,069-32.9% | $3,607-24.3% |
| Admin fee / account holder | $27,116 | $6,838+296.5% | $7,888+243.8% | $5,124+429.2% |