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 | $105,180 | $53,516+96.5% | $126,539-16.9% | $84,808+24.0% |
| Participation rate | 63.3% | 58.2%+5.1pp | 69.8%-6.5pp | 68.3%-5.0pp |
| Annual return | 9.04% | 58.34%-49.3pp | 425.95%-416.9pp | 40.90%-31.9pp |
| Employer contribution / active EE | $3,027 | $1,535+97.2% | $3,674-17.6% | $2,631+15.1% |
| Participant deferral / active EE | $3,680 | $2,671+37.8% | $4,083-9.9% | $4,212-12.6% |
| Admin fee / account holder | $34,603 | $4,497+669.5% | $6,065+470.6% | $7,344+371.2% |