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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,857 | $54,705-5.2% | $71,209-27.2% | $84,808-38.9% |
| Participation rate | 48.8% | 64.1%-15.3pp | 73.8%-25.0pp | 68.3%-19.5pp |
| Annual return | 9.89% | 35.90%-26.0pp | 282.51%-272.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $352 | $2,158-83.7% | $2,721-87.1% | $2,631-86.6% |
| Participant deferral / active EE | $1,849 | $3,030-39.0% | $4,175-55.7% | $4,212-56.1% |
| Admin fee / account holder | $22,302 | $4,863+358.6% | $5,349+317.0% | $7,344+203.7% |