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 | $46,572 | $104,106-55.3% | $71,086-34.5% | $135,375-65.6% |
| Participation rate | 63.2% | 65.7%-2.5pp | 54.7%+8.5pp | 82.6%-19.5pp |
| Annual return | -2.65% | 1256.30%-1258.9pp | 650.59%-653.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,032 | $1,485-30.5% | $1,088-5.1% | $4,779-78.4% |
| Participant deferral / active EE | $2,140 | $2,527-15.3% | $1,874+14.2% | $5,609-61.8% |
| Admin fee / account holder | $16,248 | $4,142+292.3% | $3,082+427.1% | $10,827+50.1% |