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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,045 | $65,365-0.5% | $92,893-30.0% | $72,985-10.9% |
| Participation rate | 47.7% | 68.3%-20.6pp | 76.0%-28.3pp | 69.5%-21.8pp |
| Annual return | -0.36% | 42.10%-42.5pp | 109.41%-109.8pp | 81.00%-81.4pp |
| Employer contribution / active EE | $446 | $2,594-82.8% | $3,653-87.8% | $2,440-81.7% |
| Participant deferral / active EE | $3,010 | $3,128-3.8% | $4,236-28.9% | $3,607-16.6% |
| Admin fee / account holder | $7,998 | $4,251+88.1% | $5,794+38.0% | $5,124+56.1% |