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.
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 | $7,657 | $58,927-87.0% | $76,817-90.0% | $72,985-89.5% |
| Participation rate | 48.3% | 67.3%-19.0pp | 72.1%-23.8pp | 69.5%-21.2pp |
| Annual return | 19.04% | 2305.64%-2286.6pp | 1166.11%-1147.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $355 | $1,787-80.1% | $2,302-84.6% | $2,440-85.5% |
| Participant deferral / active EE | $1,035 | $2,690-61.5% | $3,336-69.0% | $3,607-71.3% |
| Admin fee / account holder | $1,806 | $4,013-55.0% | $6,420-71.9% | $5,124-64.8% |