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 | $95,490 | $53,516+78.4% | $126,539-24.5% | $84,808+12.6% |
| Participation rate | 51.5% | 58.2%-6.7pp | 69.8%-18.3pp | 68.3%-16.8pp |
| Annual return | 14.66% | 58.34%-43.7pp | 425.95%-411.3pp | 40.90%-26.2pp |
| Employer contribution / active EE | $956 | $1,535-37.7% | $3,674-74.0% | $2,631-63.7% |
| Participant deferral / active EE | $2,723 | $2,671+1.9% | $4,083-33.3% | $4,212-35.4% |
| Admin fee / account holder | $1,782 | $4,497-60.4% | $6,065-70.6% | $7,344-75.7% |