Filed December 31, 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 9-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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,012 | $67,606+5.0% | $82,313-13.7% | $70,131+1.3% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.9%-15.1pp | 69.5%-7.8pp |
| Annual return | 11.86% | 21.57%-9.7pp | 25.88%-14.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $238 | $1,755-86.4% | $2,428-90.2% | $2,342-89.8% |
| Participant deferral / active EE | $1,642 | $2,987-45.0% | $3,706-55.7% | $3,332-50.7% |
| Admin fee / account holder | $9,451 | $4,512+109.5% | $5,608+68.5% | $4,645+103.5% |