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 | $51,386 | $84,402-39.1% | $61,373-16.3% | $134,475-61.8% |
| Participation rate | 26.3% | 62.2%-35.9pp | 52.6%-26.3pp | 81.2%-54.9pp |
| Annual return | -19.43% | 584.55%-604.0pp | 338.61%-358.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $281 | $1,544-81.8% | $1,159-75.7% | $4,740-94.1% |
| Participant deferral / active EE | $641 | $2,819-77.2% | $2,125-69.8% | $6,400-90.0% |
| Admin fee / account holder | $3,080 | $2,585+19.1% | $2,130+44.6% | $11,426-73.0% |