Filed September 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 | $57,875 | $56,423+2.6% | $77,163-25.0% | $71,457-19.0% |
| Participation rate | 54.4% | 64.3%-9.9pp | 69.6%-15.2pp | 67.9%-13.6pp |
| Annual return | 16.57% | 19.05%-2.5pp | 37.87%-21.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,379 | $1,866-26.1% | $2,535-45.6% | $2,588-46.7% |
| Participant deferral / active EE | $2,698 | $3,142-14.1% | $3,833-29.6% | $4,289-37.1% |
| Admin fee / account holder | $10,022 | $1,429+601.4% | $5,472+83.1% | $1,587+531.4% |