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 | $65,350 | $51,576+26.7% | $129,207-49.4% | $80,856-19.2% |
| Participation rate | 26.0% | 57.0%-31.0pp | 69.6%-43.6pp | 67.6%-41.7pp |
| Annual return | 7.59% | 20.81%-13.2pp | 9417.33%-9409.7pp | 35.59%-28.0pp |
| Employer contribution / active EE | $708 | $1,584-55.3% | $4,153-83.0% | $2,755-74.3% |
| Participant deferral / active EE | $1,531 | $2,669-42.6% | $4,168-63.3% | $4,296-64.4% |
| Admin fee / account holder | $5,187 | $4,305+20.5% | $7,715-32.8% | $6,918-25.0% |