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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,157 | $48,570+23.9% | $130,648-54.0% | $72,985-17.6% |
| Participation rate | 45.8% | 58.6%-12.8pp | 71.7%-26.0pp | 69.5%-23.7pp |
| Annual return | 2.12% | 38.63%-36.5pp | 1708.96%-1706.8pp | 81.00%-78.9pp |
| Employer contribution / active EE | $583 | $1,334-56.3% | $4,092-85.8% | $2,440-76.1% |
| Participant deferral / active EE | $1,671 | $2,384-29.9% | $3,603-53.6% | $3,607-53.7% |
| Admin fee / account holder | $1,226 | $3,549-65.4% | $5,464-77.6% | $5,124-76.1% |