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 | $107,829 | $53,053+103.2% | $126,539-14.8% | $74,304+45.1% |
| Participation rate | 45.3% | 48.0%-2.7pp | 69.8%-24.5pp | 60.3%-15.0pp |
| Annual return | 16.70% | 29.46%-12.8pp | 425.95%-409.2pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,289 | $1,168+10.4% | $3,674-64.9% | $2,241-42.5% |
| Participant deferral / active EE | $2,530 | $2,303+9.8% | $4,083-38.0% | $3,767-32.8% |
| Admin fee / account holder | $2,266 | $3,698-38.7% | $6,065-62.6% | $2,969-23.7% |