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 | $89,146 | $79,944+11.5% | $98,439-9.4% | $75,163+18.6% |
| Participation rate | 64.5% | 70.4%-5.9pp | 75.2%-10.6pp | 67.2%-2.7pp |
| Annual return | 14.70% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,111 | $2,264-50.9% | $3,048-63.5% | $2,670-58.4% |
| Participant deferral / active EE | $3,234 | $3,752-13.8% | $4,738-31.7% | $4,125-21.6% |
| Admin fee / account holder | $11,720 | $6,840+71.4% | $8,948+31.0% | $5,651+107.4% |