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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,973 | $83,477+18.6% | $125,175-20.9% | $72,985+35.6% |
| Participation rate | 47.2% | 73.3%-26.1pp | 79.8%-32.6pp | 69.5%-22.3pp |
| Annual return | 13.57% | 25.78%-12.2pp | 43.79%-30.2pp | 81.00%-67.4pp |
| Employer contribution / active EE | $1,431 | $2,345-39.0% | $3,865-63.0% | $2,440-41.4% |
| Participant deferral / active EE | $2,270 | $3,585-36.7% | $4,937-54.0% | $3,607-37.1% |
| Admin fee / account holder | $40,681 | $5,517+637.3% | $9,702+319.3% | $5,124+693.9% |