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 | $72,753 | $46,674+55.9% | $117,472-38.1% | $68,494+6.2% |
| Participation rate | 49.0% | 56.8%-7.8pp | 70.6%-21.6pp | 67.9%-18.9pp |
| Annual return | -4.66% | -14.52%+9.9pp | 29.74%-34.4pp | -7.84%+3.2pp |
| Employer contribution / active EE | $1,413 | $1,505-6.1% | $4,176-66.2% | $2,596-45.6% |
| Participant deferral / active EE | $2,685 | $2,636+1.9% | $4,070-34.0% | $4,027-33.3% |
| Admin fee / account holder | $713 | $4,020-82.3% | $5,645-87.4% | $5,403-86.8% |