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 | $29,876 | $49,177-39.2% | $79,464-62.4% | $64,186-53.5% |
| Participation rate | 66.7% | 65.0%+1.6pp | 73.3%-6.7pp | 69.6%-2.9pp |
| Annual return | -5.59% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $522 | $2,076-74.9% | $2,800-81.4% | $2,381-78.1% |
| Participant deferral / active EE | $2,869 | $2,821+1.7% | $3,704-22.5% | $3,470-17.3% |
| Admin fee / account holder | $3,245 | $3,839-15.5% | $5,113-36.5% | $4,888-33.6% |