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 | $120,378 | $99,985+20.4% | $146,665-17.9% | $85,850+40.2% |
| Participation rate | 57.4% | 73.1%-15.7pp | 80.1%-22.7pp | 69.3%-11.9pp |
| Annual return | 9.10% | 18.93%-9.8pp | 22.74%-13.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,570 | $2,559-38.6% | $4,136-62.0% | $2,565-38.8% |
| Participant deferral / active EE | $2,716 | $4,006-32.2% | $5,506-50.7% | $3,952-31.3% |
| Admin fee / account holder | $5,165 | $7,702-32.9% | $10,280-49.8% | $6,260-17.5% |