Filed September 22, 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 | $51,845 | $185,200-72.0% | $142,863-63.7% | $167,490-69.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 71.9%-71.9pp | 82.1%-82.1pp |
| Annual return | 13.98% | 8555.70%-8541.7pp | 5637.54%-5623.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,041 | $5,604-81.4% | $4,144-74.9% | $4,837-78.5% |
| Participant deferral / active EE | $8,692 | $4,494+93.4% | $3,837+126.5% | $6,341+37.1% |
| Admin fee / account holder | $716 | $8,031-91.1% | $6,560-89.1% | $12,309-94.2% |