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 | $66,958 | $64,707+3.5% | $112,228-40.3% | $68,494-2.2% |
| Participation rate | 67.7% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.1pp |
| Annual return | -9.89% | -11.40%+1.5pp | 27.45%-37.3pp | -7.84%-2.0pp |
| Employer contribution / active EE | $547 | $2,746-80.1% | $3,635-84.9% | $2,596-78.9% |
| Participant deferral / active EE | $3,750 | $3,565+5.2% | $4,728-20.7% | $4,027-6.9% |
| Admin fee / account holder | $5,670 | $5,232+8.4% | $6,410-11.6% | $5,403+4.9% |