Filed December 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,576 | $41,377-67.2% | $109,313-87.6% | $62,891-78.4% |
| Participation rate | 39.4% | 57.5%-18.1pp | 71.3%-31.9pp | 69.3%-29.9pp |
| Annual return | 3.69% | 11.05%-7.4pp | 22.07%-18.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $824 | $1,276-35.5% | $3,892-78.8% | $2,281-63.9% |
| Participant deferral / active EE | $1,630 | $2,045-20.3% | $3,166-48.5% | $3,203-49.1% |
| Admin fee / account holder | $4,521 | $2,884+56.8% | $5,666-20.2% | $4,296+5.3% |