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 | $80,769 | $99,877-19.1% | $84,966-4.9% | $145,922-44.6% |
| Participation rate | 47.6% | 74.1%-26.5pp | 67.5%-19.9pp | 80.3%-32.7pp |
| Annual return | 9.29% | 83.76%-74.5pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,620 | $5,291-50.5% | $4,519-42.0% | $6,688-60.8% |
| Admin fee / account holder | $54,947 | $7,248+658.1% | $6,149+793.6% | $13,397+310.1% |