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.
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 | $88,596 | $81,208+9.1% | $98,907-10.4% | $79,858+10.9% |
| Participation rate | 64.1% | 72.5%-8.4pp | 76.0%-11.9pp | 69.6%-5.5pp |
| Annual return | 13.85% | 60.99%-47.1pp | 196.43%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,769 | $3,265-45.8% | $4,244-58.3% | $3,740-52.7% |
| Admin fee / account holder | $3,716 | $6,013-38.2% | $6,642-44.0% | $5,306-30.0% |