Filed December 23, 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 | $59,966 | $110,502-45.7% | $80,716-25.7% | $167,490-64.2% |
| Participation rate | 31.6% | 64.0%-32.4pp | 54.2%-22.6pp | 82.1%-50.5pp |
| Annual return | 17.36% | 120.54%-103.2pp | 87.28%-69.9pp | 478.56%-461.2pp |
| Employer contribution / active EE | $231 | $1,543-85.0% | $1,160-80.1% | $4,837-95.2% |
| Participant deferral / active EE | $734 | $2,871-74.4% | $2,146-65.8% | $6,341-88.4% |
| Admin fee / account holder | $627 | $4,545-86.2% | $3,380-81.5% | $12,309-94.9% |