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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,657 | $58,694+71.5% | $142,863-29.5% | $85,850+17.2% |
| Participation rate | 55.3% | 58.5%-3.2pp | 71.9%-16.6pp | 69.3%-14.0pp |
| Annual return | 23.62% | 27.72%-4.1pp | 5637.54%-5613.9pp | 318.53%-294.9pp |
| Employer contribution / active EE | $2,527 | $1,423+77.7% | $4,144-39.0% | $2,565-1.5% |
| Participant deferral / active EE | $3,326 | $2,607+27.6% | $3,837-13.3% | $3,952-15.8% |
| Admin fee / account holder | $6,649 | $4,239+56.8% | $6,560+1.4% | $6,260+6.2% |