Filed December 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,679 | $150,187-95.6% | $120,354-94.5% | $145,922-95.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 9.10% | 154.07%-145.0pp | 107.15%-98.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $945 | $4,348-78.3% | $3,463-72.7% | $4,660-79.7% |
| Participant deferral / active EE | $782 | $6,173-87.3% | $4,991-84.3% | $6,688-88.3% |
| Admin fee / account holder | $1,867 | $12,207-84.7% | $9,423-80.2% | $13,397-86.1% |