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 | $73,238 | $79,944-8.4% | $98,439-25.6% | $75,163-2.6% |
| Participation rate | 28.8% | 70.4%-41.6pp | 75.2%-46.4pp | 67.2%-38.4pp |
| Annual return | 14.78% | 19.75%-5.0pp | 21.16%-6.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $826 | $2,264-63.5% | $3,048-72.9% | $2,670-69.0% |
| Participant deferral / active EE | $2,163 | $3,752-42.4% | $4,738-54.3% | $4,125-47.6% |
| Admin fee / account holder | $4,800 | $6,840-29.8% | $8,948-46.4% | $5,651-15.1% |