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 | $401,519 | $54,705+634.0% | $71,209+463.9% | $84,808+373.4% |
| Participation rate | 48.6% | 64.1%-15.4pp | 73.8%-25.1pp | 68.3%-19.7pp |
| Annual return | 15.24% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,541 | $2,158-28.6% | $2,721-43.4% | $2,631-41.4% |
| Participant deferral / active EE | $5,345 | $3,030+76.4% | $4,175+28.0% | $4,212+26.9% |
| Admin fee / account holder | $1,500 | $4,863-69.2% | $5,349-72.0% | $7,344-79.6% |