Filed February 24, 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 9-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,975 | $84,233-53.7% | $170,442-77.1% | $70,131-44.4% |
| Participation rate | 51.2% | 70.8%-19.6pp | 83.6%-32.4pp | 69.5%-18.4pp |
| Annual return | 10.76% | 23.06%-12.3pp | 205.93%-195.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $711 | $3,387-79.0% | $5,433-86.9% | $2,342-69.7% |
| Participant deferral / active EE | $1,511 | $3,086-51.0% | $4,939-69.4% | $3,332-54.6% |
| Admin fee / account holder | $3,291 | $5,698-42.2% | $13,880-76.3% | $4,645-29.2% |