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 | $96,918 | $101,724-4.7% | $164,813-41.2% | $80,856+19.9% |
| Participation rate | 55.4% | 71.8%-16.4pp | 78.6%-23.2pp | 67.6%-12.2pp |
| Annual return | 10.01% | 16.72%-6.7pp | 69.93%-59.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,854 | $2,953-37.2% | $4,341-57.3% | $2,755-32.7% |
| Participant deferral / active EE | $2,868 | $4,477-35.9% | $6,031-52.4% | $4,296-33.2% |
| Admin fee / account holder | $6,572 | $8,227-20.1% | $12,690-48.2% | $6,918-5.0% |