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 | $83,022 | $89,753-7.5% | $107,525-22.8% | $84,808-2.1% |
| Participation rate | 64.4% | 68.1%-3.7pp | 75.1%-10.7pp | 68.3%-3.9pp |
| Annual return | 10.57% | 29.48%-18.9pp | 181.32%-170.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $571 | $3,113-81.7% | $3,754-84.8% | $2,631-78.3% |
| Participant deferral / active EE | $3,916 | $4,056-3.4% | $5,116-23.4% | $4,212-7.0% |
| Admin fee / account holder | $25,314 | $7,222+250.5% | $8,919+183.8% | $7,344+244.7% |