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 | $78,547 | $53,516+46.8% | $126,539-37.9% | $84,808-7.4% |
| Participation rate | 69.6% | 58.2%+11.3pp | 69.8%-0.3pp | 68.3%+1.3pp |
| Annual return | 14.87% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $943 | $1,535-38.6% | $3,674-74.3% | $2,631-64.2% |
| Participant deferral / active EE | $3,495 | $2,671+30.9% | $4,083-14.4% | $4,212-17.0% |
| Admin fee / account holder | $2,883 | $4,497-35.9% | $6,065-52.5% | $7,344-60.7% |