Filed December 10, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,939 | $83,477-22.2% | $125,175-48.1% | $72,985-11.0% |
| Participation rate | 57.9% | 73.3%-15.4pp | 79.8%-21.9pp | 69.5%-11.6pp |
| Annual return | 19.64% | 25.78%-6.1pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $268 | $2,345-88.6% | $3,865-93.1% | $2,440-89.0% |
| Participant deferral / active EE | $1,897 | $3,585-47.1% | $4,937-61.6% | $3,607-47.4% |
| Admin fee / account holder | $9,970 | $5,517+80.7% | $9,702+2.8% | $5,124+94.6% |