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 | $70,687 | $91,552-22.8% | $133,956-47.2% | $79,858-11.5% |
| Participation rate | 68.1% | 73.3%-5.2pp | 79.8%-11.7pp | 69.6%-1.5pp |
| Annual return | 12.78% | 61.85%-49.1pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $305 | $2,384-87.2% | $3,919-92.2% | $2,471-87.6% |
| Participant deferral / active EE | $2,582 | $3,733-30.8% | $5,048-48.8% | $3,740-31.0% |
| Admin fee / account holder | $4,030 | $6,321-36.2% | $8,927-54.9% | $5,306-24.0% |