Filed December 17, 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 | $98,501 | $48,570+102.8% | $130,648-24.6% | $72,985+35.0% |
| Participation rate | 50.8% | 58.6%-7.8pp | 71.7%-20.9pp | 69.5%-18.7pp |
| Annual return | 22.39% | 38.63%-16.2pp | 1708.96%-1686.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,079 | $1,334-19.1% | $4,092-73.6% | $2,440-55.8% |
| Participant deferral / active EE | $2,673 | $2,384+12.1% | $3,603-25.8% | $3,607-25.9% |
| Admin fee / account holder | $24,955 | $3,549+603.2% | $5,464+356.7% | $5,124+387.0% |