Filed December 24, 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 | $40,832 | $43,723-6.6% | $121,196-66.3% | $64,186-36.4% |
| Participation rate | 61.7% | 58.3%+3.3pp | 71.7%-10.1pp | 69.6%-7.9pp |
| Annual return | 2.64% | 68.91%-66.3pp | 16.93%-14.3pp | 7.63%-5.0pp |
| Employer contribution / active EE | $952 | $1,296-26.5% | $4,022-76.3% | $2,381-60.0% |
| Participant deferral / active EE | $3,332 | $2,280+46.1% | $3,344-0.4% | $3,470-4.0% |
| Admin fee / account holder | $10,789 | $3,501+208.2% | $5,019+114.9% | $4,888+120.7% |