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 | $80,601 | $73,933+9.0% | $96,683-16.6% | $75,163+7.2% |
| Participation rate | 57.5% | 66.4%-8.9pp | 74.3%-16.8pp | 67.2%-9.7pp |
| Annual return | 0.36% | 26.70%-26.3pp | 35.69%-35.3pp | 160.62%-160.3pp |
| Employer contribution / active EE | $382 | $2,928-87.0% | $3,737-89.8% | $2,670-85.7% |
| Participant deferral / active EE | $3,256 | $3,659-11.0% | $4,878-33.2% | $4,125-21.1% |
| Admin fee / account holder | $1,981 | $5,216-62.0% | $6,730-70.6% | $5,651-64.9% |