Filed September 28, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,476 | $43,723+24.6% | $121,196-55.1% | $64,186-15.1% |
| Participation rate | 41.9% | 58.3%-16.4pp | 71.7%-29.8pp | 69.6%-27.6pp |
| Annual return | 6.90% | 68.91%-62.0pp | 16.93%-10.0pp | 7.63%-0.7pp |
| Employer contribution / active EE | $543 | $1,296-58.1% | $4,022-86.5% | $2,381-77.2% |
| Participant deferral / active EE | $1,303 | $2,280-42.8% | $3,344-61.0% | $3,470-62.4% |
| Admin fee / account holder | $2,611 | $3,501-25.4% | $5,019-48.0% | $4,888-46.6% |