Filed December 28, 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 | $39,857 | $39,245+1.6% | $64,105-37.8% | $52,331-23.8% |
| Participation rate | 53.4% | 58.2%-4.8pp | 68.2%-14.7pp | 68.1%-14.7pp |
| Annual return | 3.45% | 14.79%-11.3pp | 791.24%-787.8pp | 4.54%-1.1pp |
| Employer contribution / active EE | $507 | $736-31.1% | $1,820-72.1% | $1,882-73.0% |
| Participant deferral / active EE | $2,551 | $1,992+28.1% | $2,822-9.6% | $3,022-15.6% |
| Admin fee / account holder | $822 | $592+38.7% | $4,499-81.7% | $592+38.9% |