Filed December 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,310 | $30,400+6.3% | $53,898-40.1% | $84,808-61.9% |
| Participation rate | 0.0% | 46.4%-46.4pp | 55.0%-55.0pp | 68.3%-68.3pp |
| Annual return | 7.32% | 500.19%-492.9pp | 528.60%-521.3pp | 40.90%-33.6pp |
| Employer contribution / active EE | $740 | $603+22.8% | $932-20.6% | $2,631-71.9% |
| Participant deferral / active EE | $1,562 | $1,199+30.3% | $1,826-14.5% | $4,212-62.9% |
| Admin fee / account holder | $67,154 | $1,993+3269.0% | $2,491+2596.1% | $7,344+814.4% |