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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,849 | $62,586+30.8% | $76,768+6.6% | $64,186+27.5% |
| Participation rate | 54.1% | 72.8%-18.8pp | 77.0%-22.9pp | 69.6%-15.5pp |
| Annual return | 7.28% | -1.95%+9.2pp | 2.43%+4.8pp | 7.63%-0.4pp |
| Employer contribution / active EE | $310 | $1,832-83.1% | $2,485-87.5% | $2,381-87.0% |
| Participant deferral / active EE | $1,671 | $3,145-46.9% | $3,852-56.6% | $3,470-51.8% |
| Admin fee / account holder | $1,574 | $4,667-66.3% | $6,675-76.4% | $4,888-67.8% |