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 | $51,704 | $169,032-69.4% | $129,207-60.0% | $145,922-64.6% |
| Participation rate | 0.0% | 76.4%-76.4pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 12.13% | 14330.11%-14318.0pp | 9417.33%-9405.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,422 | $5,537-74.3% | $4,153-65.8% | $4,660-69.5% |
| Participant deferral / active EE | $10,420 | $4,987+108.9% | $4,168+150.0% | $6,688+55.8% |
| Admin fee / account holder | $8,539 | $9,954-14.2% | $7,715+10.7% | $13,397-36.3% |