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 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 | $40,559 | $48,076-15.6% | $78,689-48.5% | $62,891-35.5% |
| Participation rate | 61.5% | 65.2%-3.7pp | 73.6%-12.0pp | 69.3%-7.8pp |
| Annual return | 6.70% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $608 | $2,015-69.8% | $2,851-78.7% | $2,281-73.4% |
| Participant deferral / active EE | $2,349 | $2,588-9.2% | $3,517-33.2% | $3,203-26.7% |
| Admin fee / account holder | $4,187 | $3,207+30.6% | $4,510-7.2% | $4,296-2.5% |