Filed December 30, 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.
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 | $80,527 | $48,335+66.6% | $121,098-33.5% | $71,457+12.7% |
| Participation rate | 44.3% | 54.3%-10.0pp | 69.5%-25.2pp | 67.9%-23.6pp |
| Annual return | 18.01% | 23.32%-5.3pp | 985.75%-967.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,168 | $1,489-21.6% | $4,164-72.0% | $2,588-54.9% |
| Participant deferral / active EE | $2,306 | $2,754-16.3% | $4,080-43.5% | $4,289-46.2% |
| Admin fee / account holder | $2,258 | $1,841+22.7% | $5,644-60.0% | $1,587+42.2% |