Filed December 22, 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 | $85,603 | $53,777+59.2% | $134,143-36.2% | $79,858+7.2% |
| Participation rate | 52.3% | 58.8%-6.5pp | 72.2%-19.9pp | 69.6%-17.3pp |
| Annual return | 7.31% | 19.01%-11.7pp | 36.33%-29.0pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,863 | $1,321+41.0% | $3,704-49.7% | $2,471-24.6% |
| Participant deferral / active EE | $2,205 | $2,420-8.9% | $3,499-37.0% | $3,740-41.0% |
| Admin fee / account holder | $12,155 | $3,984+205.1% | $6,684+81.8% | $5,306+129.1% |