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 | $52,280 | $46,674+12.0% | $117,472-55.5% | $68,494-23.7% |
| Participation rate | 44.9% | 56.8%-11.9pp | 70.6%-25.7pp | 67.9%-23.0pp |
| Annual return | -16.32% | -14.52%-1.8pp | 29.74%-46.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,039 | $1,505-30.9% | $4,176-75.1% | $2,596-60.0% |
| Participant deferral / active EE | $2,692 | $2,636+2.1% | $4,070-33.9% | $4,027-33.2% |
| Admin fee / account holder | $7,916 | $4,020+96.9% | $5,645+40.2% | $5,403+46.5% |