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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,202 | $58,694+87.8% | $142,863-22.9% | $85,850+28.4% |
| Participation rate | 38.2% | 58.5%-20.3pp | 71.9%-33.8pp | 69.3%-31.1pp |
| Annual return | 10.68% | 27.72%-17.0pp | 5637.54%-5626.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $739 | $1,423-48.1% | $4,144-82.2% | $2,565-71.2% |
| Participant deferral / active EE | $2,690 | $2,607+3.2% | $3,837-29.9% | $3,952-31.9% |
| Admin fee / account holder | $13,479 | $4,239+218.0% | $6,560+105.5% | $6,260+115.3% |