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 | $60,867 | $81,208-25.0% | $98,907-38.5% | $79,858-23.8% |
| Participation rate | 36.5% | 72.5%-36.0pp | 76.0%-39.6pp | 69.6%-33.2pp |
| Annual return | 8.90% | 60.99%-52.1pp | 196.43%-187.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $925 | $1,960-52.8% | $2,689-65.6% | $2,471-62.6% |
| Participant deferral / active EE | $1,957 | $3,265-40.1% | $4,244-53.9% | $3,740-47.7% |
| Admin fee / account holder | $10,041 | $6,013+67.0% | $6,642+51.2% | $5,306+89.2% |