Filed December 5, 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 | $61,919 | $53,516+15.7% | $126,539-51.1% | $84,808-27.0% |
| Participation rate | 44.8% | 58.2%-13.4pp | 69.8%-25.0pp | 68.3%-23.5pp |
| Annual return | 14.07% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,207 | $1,535-21.3% | $3,674-67.1% | $2,631-54.1% |
| Participant deferral / active EE | $2,405 | $2,671-10.0% | $4,083-41.1% | $4,212-42.9% |
| Admin fee / account holder | $6,884 | $4,497+53.1% | $6,065+13.5% | $7,344-6.3% |