Filed December 9, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 4-year trajectory for $4.99 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 | $80,495 | $106,749-24.6% | $145,433-44.7% | $82,448-2.4% |
| Participation rate | 30.5% | 75.6%-45.1pp | 82.1%-51.6pp | 68.1%-37.5pp |
| Annual return | 25.76% | 27.59%-1.8pp | 66.58%-40.8pp | 41.64%-15.9pp |
| Employer contribution / active EE | $1,416 | $3,444-58.9% | $4,554-68.9% | $2,551-44.5% |
| Participant deferral / active EE | $3,359 | $6,519-48.5% | $7,897-57.5% | $4,139-18.9% |
| Admin fee / account holder | $2,354 | $8,390-71.9% | $13,129-82.1% | $7,234-67.5% |