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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,361 | $58,208+481.3% | $81,812+313.6% | $80,856+318.5% |
| Participation rate | 58.8% | 63.4%-4.6pp | 72.3%-13.5pp | 67.6%-8.8pp |
| Annual return | 26.48% | 41.66%-15.2pp | 773.79%-747.3pp | 35.59%-9.1pp |
| Employer contribution / active EE | $1,705 | $2,340-27.1% | $2,912-41.5% | $2,755-38.1% |
| Participant deferral / active EE | $5,507 | $3,281+67.8% | $4,319+27.5% | $4,296+28.2% |
| Admin fee / account holder | $2,458 | $4,981-50.7% | $7,386-66.7% | $6,918-64.5% |