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 | $53,926 | $152,509-64.6% | $117,472-54.1% | $134,475-59.9% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -9.69% | 52.99%-62.7pp | 29.74%-39.4pp | 417.96%-427.7pp |
| Employer contribution / active EE | $1,351 | $5,571-75.8% | $4,176-67.7% | $4,740-71.5% |
| Participant deferral / active EE | $11,389 | $4,818+136.4% | $4,070+179.8% | $6,400+78.0% |
| Admin fee / account holder | $1,791 | $7,004-74.4% | $5,645-68.3% | $11,426-84.3% |