Filed June 11, 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.
Participant 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 | $127,477 | $72,607+75.6% | $90,749+40.5% | $66,914+90.5% |
| Participation rate | 17.2% | 73.7%-56.5pp | 75.7%-58.5pp | 69.8%-52.6pp |
| Annual return | -21.37% | -12.28%-9.1pp | -12.16%-9.2pp | 1.58%-23.0pp |
| Employer contribution / active EE | $1,232 | $2,369-48.0% | $2,921-57.8% | $2,544-51.6% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $17,619 | $707+2391.1% | $8,445+108.6% | $593+2869.8% |