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 | $68,343 | $53,777+27.1% | $134,143-49.1% | $79,858-14.4% |
| Participation rate | 56.7% | 58.8%-2.1pp | 72.2%-15.5pp | 69.6%-12.9pp |
| Annual return | 22.26% | 19.01%+3.3pp | 36.33%-14.1pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,027 | $1,321-22.3% | $3,704-72.3% | $2,471-58.4% |
| Participant deferral / active EE | $3,525 | $2,420+45.6% | $3,499+0.7% | $3,740-5.8% |
| Admin fee / account holder | $2,984 | $3,984-25.1% | $6,684-55.4% | $5,306-43.8% |