Filed September 28, 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 | $248,363 | $57,281+333.6% | $86,612+186.8% | $75,163+230.4% |
| Participation rate | 63.3% | 63.2%+0.1pp | 71.7%-8.4pp | 67.2%-3.9pp |
| Annual return | 16.23% | 2670.75%-2654.5pp | 591.07%-574.8pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,880 | $2,314-18.8% | $3,022-37.8% | $2,670-29.6% |
| Participant deferral / active EE | $6,107 | $3,318+84.1% | $4,438+37.6% | $4,125+48.1% |
| Admin fee / account holder | $993 | $4,112-75.8% | $5,614-82.3% | $5,651-82.4% |