Filed September 28, 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 | $68,480 | $51,604+32.7% | $129,295-47.0% | $80,874-15.3% |
| Participation rate | 64.2% | 57.0%+7.2pp | 69.6%-5.4pp | 67.6%-3.5pp |
| Annual return | 17.02% | 20.76%-3.7pp | 9429.28%-9412.3pp | 35.62%-18.6pp |
| Employer contribution / active EE | $964 | $1,585-39.2% | $4,157-76.8% | $2,756-65.0% |
| Participant deferral / active EE | $3,555 | $2,670+33.2% | $4,169-14.7% | $4,297-17.3% |
| Admin fee / account holder | $2,175 | $4,310-49.5% | $7,665-71.6% | $6,935-68.6% |