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 | $64,343 | $49,173+30.9% | $121,098-46.9% | $75,163-14.4% |
| Participation rate | 33.9% | 55.4%-21.5pp | 69.5%-35.6pp | 67.2%-33.3pp |
| Annual return | 13.25% | 55.99%-42.7pp | 985.75%-972.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $848 | $1,546-45.2% | $4,164-79.6% | $2,670-68.2% |
| Participant deferral / active EE | $2,295 | $2,628-12.6% | $4,080-43.7% | $4,125-44.4% |
| Admin fee / account holder | $43,895 | $3,942+1013.6% | $5,644+677.7% | $5,651+676.8% |