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.
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 | $139,881 | $96,305+45.2% | $80,569+73.6% | $139,434+0.3% |
| Participation rate | 45.0% | 73.6%-28.6pp | 67.0%-22.0pp | 80.3%-35.3pp |
| Annual return | 10.74% | 1350.08%-1339.3pp | 935.43%-924.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,825 | $5,232-26.9% | $4,447-14.0% | $6,710-43.0% |
| Admin fee / account holder | $91,149 | $6,599+1281.4% | $5,377+1595.1% | $11,403+699.4% |