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 | $76,984 | $73,004+5.5% | $90,749-15.2% | $68,494+12.4% |
| Participation rate | 67.7% | 70.8%-3.1pp | 75.7%-7.9pp | 67.9%-0.1pp |
| Annual return | -15.29% | -13.81%-1.5pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,381 | $3,627-34.3% | $4,564-47.8% | $4,027-40.9% |
| Admin fee / account holder | $29,872 | $5,896+406.7% | $8,445+253.7% | $5,403+452.9% |