Filed August 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,552 | $54,726-91.7% | $68,793-93.4% | $64,186-92.9% |
| Participation rate | 57.9% | 68.0%-10.1pp | 72.2%-14.3pp | 69.6%-11.7pp |
| Annual return | -11.91% | -1.62%-10.3pp | -4.63%-7.3pp | 7.63%-19.5pp |
| Employer contribution / active EE | $349 | $1,846-81.1% | $2,625-86.7% | $2,381-85.3% |
| Participant deferral / active EE | $1,002 | $2,626-61.8% | $3,311-69.7% | $3,470-71.1% |
| Admin fee / account holder | $897 | $4,027-77.7% | $5,131-82.5% | $4,888-81.6% |