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 | $65,678 | $53,777+22.1% | $134,143-51.0% | $79,858-17.8% |
| Participation rate | 46.3% | 58.8%-12.5pp | 72.2%-25.9pp | 69.6%-23.3pp |
| Annual return | 6.81% | 19.01%-12.2pp | 36.33%-29.5pp | 31.71%-24.9pp |
| Employer contribution / active EE | $448 | $1,321-66.1% | $3,704-87.9% | $2,471-81.9% |
| Participant deferral / active EE | $1,869 | $2,420-22.8% | $3,499-46.6% | $3,740-50.0% |
| Admin fee / account holder | $2,562 | $3,984-35.7% | $6,684-61.7% | $5,306-51.7% |