Filed September 23, 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 | $108,537 | $72,404+49.9% | $110,238-1.5% | $64,186+69.1% |
| Participation rate | 51.2% | 73.3%-22.2pp | 79.8%-28.7pp | 69.6%-18.4pp |
| Annual return | -3.43% | -6.29%+2.9pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,263 | $2,282-44.6% | $3,826-67.0% | $2,381-46.9% |
| Participant deferral / active EE | $1,968 | $3,469-43.3% | $4,672-57.9% | $3,470-43.3% |
| Admin fee / account holder | $3,259 | $5,664-42.5% | $8,547-61.9% | $4,888-33.3% |