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 | $41,772 | $35,183+18.7% | $73,545-43.2% | $70,131-40.4% |
| Participation rate | 64.0% | 42.9%+21.1pp | 54.9%+9.1pp | 69.5%-5.5pp |
| Annual return | 12.95% | 26.90%-14.0pp | -15.16%+28.1pp | 73.14%-60.2pp |
| Employer contribution / active EE | $850 | $709+20.0% | $1,219-30.3% | $2,342-63.7% |
| Participant deferral / active EE | $1,962 | $1,220+60.9% | $1,806+8.7% | $3,332-41.1% |
| Admin fee / account holder | $556 | $2,302-75.9% | $2,320-76.0% | $4,645-88.0% |