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 | $76,298 | $150,818-49.4% | $129,207-40.9% | - |
| Participation rate | 44.4% | 67.3%-22.9pp | 69.6%-25.2pp | - |
| Annual return | 14.90% | 14.05%+0.9pp | 9417.33%-9402.4pp | - |
| Employer contribution / active EE | $1,282 | $2,537-49.4% | $4,153-69.1% | - |
| Participant deferral / active EE | $3,135 | $4,233-25.9% | $4,168-24.8% | - |
| Admin fee / account holder | $5,250 | $25,214-79.2% | $7,715-31.9% | - |