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 | $49,931 | $48,570+2.8% | $130,648-61.8% | $72,985-31.6% |
| Participation rate | 54.4% | 58.6%-4.1pp | 71.7%-17.3pp | 69.5%-15.1pp |
| Annual return | 26.68% | 38.63%-11.9pp | 1708.96%-1682.3pp | 81.00%-54.3pp |
| Employer contribution / active EE | $775 | $1,334-41.9% | $4,092-81.1% | $2,440-68.2% |
| Participant deferral / active EE | $2,865 | $2,384+20.2% | $3,603-20.5% | $3,607-20.6% |
| Admin fee / account holder | $6,504 | $3,549+83.3% | $5,464+19.0% | $5,124+26.9% |