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 | $82,896 | $87,013-4.7% | $106,213-22.0% | $80,856+2.5% |
| Participation rate | 38.1% | 70.4%-32.3pp | 75.3%-37.2pp | 67.6%-29.5pp |
| Annual return | 10.43% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $867 | $2,395-63.8% | $3,171-72.7% | $2,755-68.5% |
| Participant deferral / active EE | $1,551 | $3,986-61.1% | $5,016-69.1% | $4,296-63.9% |
| Admin fee / account holder | $8,063 | $8,431-4.4% | $11,033-26.9% | $6,918+16.5% |