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 | $76,813 | $58,694+30.9% | $142,863-46.2% | $85,850-10.5% |
| Participation rate | 53.2% | 58.5%-5.3pp | 71.9%-18.7pp | 69.3%-16.1pp |
| Annual return | 27.02% | 27.72%-0.7pp | 5637.54%-5610.5pp | 318.53%-291.5pp |
| Employer contribution / active EE | $793 | $1,423-44.2% | $4,144-80.9% | $2,565-69.1% |
| Participant deferral / active EE | $1,953 | $2,607-25.1% | $3,837-49.1% | $3,952-50.6% |
| Admin fee / account holder | $10,823 | $4,239+155.3% | $6,560+65.0% | $6,260+72.9% |