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 | $82,987 | $81,900+1.3% | $119,609-30.6% | $68,494+21.2% |
| Participation rate | 61.7% | 71.9%-10.2pp | 79.3%-17.5pp | 67.9%-6.2pp |
| Annual return | -14.61% | -23.82%+9.2pp | -14.97%+0.4pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,643 | $2,693-39.0% | $4,232-61.2% | $2,596-36.7% |
| Participant deferral / active EE | $2,859 | $4,148-31.1% | $5,602-49.0% | $4,027-29.0% |
| Admin fee / account holder | $4,381 | $6,582-33.4% | $10,323-57.6% | $5,403-18.9% |