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 | $75,312 | $58,694+28.3% | $142,863-47.3% | $85,850-12.3% |
| Participation rate | 52.4% | 58.5%-6.1pp | 71.9%-19.6pp | 69.3%-16.9pp |
| Annual return | 14.41% | 27.72%-13.3pp | 5637.54%-5623.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $928 | $1,423-34.8% | $4,144-77.6% | $2,565-63.8% |
| Participant deferral / active EE | $3,539 | $2,607+35.7% | $3,837-7.8% | $3,952-10.4% |
| Admin fee / account holder | $10,900 | $4,239+157.1% | $6,560+66.1% | $6,260+74.1% |