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 | $66,135 | $55,449+19.3% | $83,848-21.1% | $56,287+17.5% |
| Participation rate | 53.0% | 68.0%-15.0pp | 76.1%-23.1pp | 69.9%-16.9pp |
| Annual return | 13.02% | -1.38%+14.4pp | 850.88%-837.9pp | -9.96%+23.0pp |
| Employer contribution / active EE | $410 | $2,430-83.1% | $3,631-88.7% | $2,111-80.6% |
| Participant deferral / active EE | $2,625 | $2,935-10.6% | $4,082-35.7% | $3,350-21.6% |
| Admin fee / account holder | $2,985 | $656+355.1% | $5,478-45.5% | $521+473.0% |