Filed December 28, 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 | $32,928 | $48,570-32.2% | $130,648-74.8% | $72,985-54.9% |
| Participation rate | 56.0% | 58.6%-2.6pp | 71.7%-15.7pp | 69.5%-13.5pp |
| Annual return | 14.52% | 38.63%-24.1pp | 1708.96%-1694.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,947 | $1,334+45.9% | $4,092-52.4% | $2,440-20.2% |
| Participant deferral / active EE | $1,410 | $2,384-40.8% | $3,603-60.9% | $3,607-60.9% |
| Admin fee / account holder | $1,814 | $3,549-48.9% | $5,464-66.8% | $5,124-64.6% |