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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,077 | $70,606-26.2% | $53,898-3.4% | $142,382-63.4% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | 12.79% | 619.81%-607.0pp | 528.60%-515.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $109 | $1,202-90.9% | $932-88.3% | $4,299-97.5% |
| Participant deferral / active EE | $474 | $2,364-79.9% | $1,826-74.0% | $6,507-92.7% |
| Admin fee / account holder | $5,900 | $2,852+106.9% | $2,491+136.9% | $12,624-53.3% |