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 | $43,618 | $76,738-43.2% | $56,411-22.7% | $145,922-70.1% |
| Participation rate | 13.3% | 63.2%-49.9pp | 52.5%-39.1pp | 80.3%-66.9pp |
| Annual return | 11.76% | 2994.23%-2982.5pp | 1701.33%-1689.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $197 | $1,380-85.7% | $1,039-81.0% | $4,660-95.8% |
| Participant deferral / active EE | $723 | $2,623-72.4% | $1,952-63.0% | $6,688-89.2% |
| Admin fee / account holder | $49,506 | $3,334+1385.0% | $2,829+1650.1% | $13,397+269.5% |