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 | $60,789 | $81,900-25.8% | $119,609-49.2% | $68,494-11.2% |
| Participation rate | 69.1% | 71.9%-2.7pp | 79.3%-10.1pp | 67.9%+1.3pp |
| Annual return | -15.63% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $452 | $2,693-83.2% | $4,232-89.3% | $2,596-82.6% |
| Participant deferral / active EE | $3,065 | $4,148-26.1% | $5,602-45.3% | $4,027-23.9% |
| Admin fee / account holder | $7,725 | $6,582+17.4% | $10,323-25.2% | $5,403+43.0% |