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 | $110,714 | $109,413+1.2% | $156,263-29.1% | $84,808+30.5% |
| Participation rate | 58.2% | 72.7%-14.5pp | 78.9%-20.7pp | 68.3%-10.1pp |
| Annual return | 14.99% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,831 | $2,907-37.0% | $4,333-57.7% | $2,631-30.4% |
| Participant deferral / active EE | $2,799 | $4,590-39.0% | $6,158-54.5% | $4,212-33.5% |
| Admin fee / account holder | $2,743 | $9,357-70.7% | $14,255-80.8% | $7,344-62.6% |