Filed September 25, 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 | $29,492 | $165,912-82.2% | $122,332-75.9% | $147,584-80.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 13.06% | 34.55%-21.5pp | 30.27%-17.2pp | 578.55%-565.5pp |
| Employer contribution / active EE | $547 | $5,754-90.5% | $4,050-86.5% | $4,876-88.8% |
| Participant deferral / active EE | $1,789 | $4,005-55.3% | $3,287-45.6% | $5,439-67.1% |
| Admin fee / account holder | $1,644 | $7,424-77.9% | $5,478-70.0% | $10,885-84.9% |