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 | $83,064 | $108,172-23.2% | $77,482+7.2% | $158,922-47.7% |
| Participation rate | 56.3% | 64.4%-8.2pp | 54.2%+2.1pp | 82.0%-25.7pp |
| Annual return | 12.45% | 31.67%-19.2pp | 54.79%-42.3pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,480 | $1,325+11.7% | $986+50.1% | $4,761-68.9% |
| Participant deferral / active EE | $3,205 | $2,456+30.5% | $1,861+72.2% | $5,982-46.4% |
| Admin fee / account holder | $8,947 | $3,708+141.3% | $2,858+213.1% | $11,246-20.4% |