Filed December 15, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,535 | $56,114+391.0% | $96,139+186.6% | $85,850+221.0% |
| Participation rate | 44.0% | 56.7%-12.7pp | 68.4%-24.4pp | 69.3%-25.3pp |
| Annual return | 13.32% | 42.30%-29.0pp | 191.94%-178.6pp | 318.53%-305.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,873 | $2,859-34.5% | $4,349-56.9% | $3,952-52.6% |
| Admin fee / account holder | $71,400 | $3,768+1794.8% | $5,537+1189.5% | $6,260+1040.6% |