Filed August 13, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $120,568 | $94,529+27.5% | $140,016-13.9% | $64,186+87.8% |
| Participation rate | 67.7% | 84.1%-16.3pp | 87.5%-19.8pp | 69.6%-1.8pp |
| Annual return | 72.24% | 7.77%+64.5pp | 651.12%-578.9pp | 7.63%+64.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,683 | $5,250-67.9% | $6,927-75.7% | $3,470-51.5% |
| Admin fee / account holder | $17,725 | $6,741+162.9% | $10,705+65.6% | $4,888+262.6% |