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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,018 | $32,037+12.4% | $69,182-47.9% | $62,891-42.7% |
| Participation rate | 65.4% | 43.4%+22.0pp | 55.1%+10.3pp | 69.3%-3.9pp |
| Annual return | 5.29% | 15.16%-9.9pp | -21.93%+27.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $762 | $679+12.1% | $1,206-36.9% | $2,281-66.6% |
| Participant deferral / active EE | $1,760 | $1,185+48.5% | $1,897-7.2% | $3,203-45.0% |
| Admin fee / account holder | $4,936 | $2,608+89.2% | $2,697+83.0% | $4,296+14.9% |