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 | $68,924 | $48,335+42.6% | $121,098-43.1% | $71,457-3.5% |
| Participation rate | 42.2% | 54.3%-12.1pp | 69.5%-27.3pp | 67.9%-25.8pp |
| Annual return | 17.94% | 23.32%-5.4pp | 985.75%-967.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,168 | $1,489-21.6% | $4,164-72.0% | $2,588-54.9% |
| Participant deferral / active EE | $2,855 | $2,754+3.7% | $4,080-30.0% | $4,289-33.4% |
| Admin fee / account holder | $1,211 | $1,841-34.2% | $5,644-78.5% | $1,587-23.7% |