Filed April 1, 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 | $54,244 | $58,726-7.6% | $92,233-41.2% | $62,292-12.9% |
| Participation rate | 53.8% | 68.3%-14.5pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 15.93% | 43.62%-27.7pp | 176.28%-160.3pp | 28.90%-13.0pp |
| Employer contribution / active EE | $355 | $2,392-85.1% | $3,679-90.3% | $2,042-82.6% |
| Participant deferral / active EE | $2,212 | $2,766-20.0% | $3,897-43.2% | $3,169-30.2% |
| Admin fee / account holder | $6,024 | $556+982.6% | $5,194+16.0% | $479+1156.7% |