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 | $46,953 | $49,177-4.5% | $79,464-40.9% | $64,186-26.8% |
| Participation rate | 68.9% | 65.0%+3.9pp | 73.3%-4.4pp | 69.6%-0.6pp |
| Annual return | -7.80% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,382 | $2,076-33.4% | $2,800-50.6% | $2,381-41.9% |
| Participant deferral / active EE | $3,073 | $2,821+8.9% | $3,704-17.0% | $3,470-11.4% |
| Admin fee / account holder | $1,112 | $3,839-71.0% | $5,113-78.2% | $4,888-77.2% |