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 | $91,962 | $51,576+78.3% | $129,207-28.8% | $80,856+13.7% |
| Participation rate | 49.2% | 57.0%-7.8pp | 69.6%-20.5pp | 67.6%-18.5pp |
| Annual return | 12.60% | 20.81%-8.2pp | 9417.33%-9404.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,019 | $1,584-35.7% | $4,153-75.5% | $2,755-63.0% |
| Participant deferral / active EE | $2,832 | $2,669+6.1% | $4,168-32.0% | $4,296-34.1% |
| Admin fee / account holder | $821 | $4,305-80.9% | $7,715-89.4% | $6,918-88.1% |