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 | $53,243 | $156,846-66.1% | $121,098-56.0% | $139,434-61.8% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 16.00% | 1474.56%-1458.6pp | 985.75%-969.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,221 | $5,536-77.9% | $4,164-70.7% | $4,751-74.3% |
| Participant deferral / active EE | $10,763 | $4,844+122.2% | $4,080+163.8% | $6,710+60.4% |
| Admin fee / account holder | $10,930 | $6,946+57.4% | $5,644+93.6% | $11,403-4.1% |