Filed November 16, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,981 | $149,679-45.2% | $117,039-30.0% | $147,584-44.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 11.76% | 19.31%-7.6pp | 18.95%-7.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $745 | $4,937-84.9% | $3,785-80.3% | $4,876-84.7% |
| Participant deferral / active EE | $1,595 | $4,912-67.5% | $3,929-59.4% | $5,439-70.7% |
| Admin fee / account holder | $5,797 | $7,856-26.2% | $5,974-3.0% | $10,885-46.7% |