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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,895 | $27,915+85.9% | $58,482-11.3% | $75,163-31.0% |
| Participation rate | 13.8% | 38.8%-25.0pp | 50.9%-37.1pp | 67.2%-53.4pp |
| Annual return | 12.50% | 44.20%-31.7pp | 4239.32%-4226.8pp | 160.62%-148.1pp |
| Employer contribution / active EE | $120 | $669-82.0% | $1,053-88.6% | $2,670-95.5% |
| Participant deferral / active EE | $394 | $1,201-67.2% | $1,924-79.5% | $4,125-90.4% |
| Admin fee / account holder | $7,384 | $1,726+327.9% | $2,516+193.5% | $5,651+30.7% |