Filed December 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,949 | $61,660+7.0% | $80,019-17.6% | $64,186+2.7% |
| Participation rate | 60.5% | 71.7%-11.2pp | 75.8%-15.4pp | 69.6%-9.1pp |
| Annual return | -5.08% | -0.33%-4.7pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,092 | $1,810-39.7% | $2,468-55.7% | $2,381-54.1% |
| Participant deferral / active EE | $1,154 | $2,968-61.1% | $3,686-68.7% | $3,470-66.7% |
| Admin fee / account holder | $5,041 | $5,417-6.9% | $6,521-22.7% | $4,888+3.1% |