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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,055 | $149,734-33.8% | $118,925-16.7% | $158,922-37.7% |
| Participation rate | 64.7% | 82.1%-17.4pp | 75.4%-10.7pp | 82.0%-17.3pp |
| Annual return | -0.16% | 19.95%-20.1pp | 35.88%-36.0pp | 302.83%-303.0pp |
| Employer contribution / active EE | $715 | $4,115-82.6% | $3,263-78.1% | $4,761-85.0% |
| Participant deferral / active EE | $1,672 | $5,223-68.0% | $4,265-60.8% | $5,982-72.1% |
| Admin fee / account holder | $1,559 | $8,603-81.9% | $6,581-76.3% | $11,246-86.1% |