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 | $106,753 | $81,460+31.1% | $103,333+3.3% | $80,856+32.0% |
| Participation rate | 54.8% | 66.8%-12.0pp | 74.5%-19.7pp | 67.6%-12.8pp |
| Annual return | 17.83% | 25.55%-7.7pp | 24.88%-7.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $783 | $3,105-74.8% | $3,868-79.8% | $2,755-71.6% |
| Participant deferral / active EE | $3,676 | $3,869-5.0% | $5,057-27.3% | $4,296-14.4% |
| Admin fee / account holder | $2,847 | $6,566-56.6% | $8,355-65.9% | $6,918-58.9% |