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 | $7,938 | $63,764-87.6% | $81,930-90.3% | $79,858-90.1% |
| Participation rate | 53.7% | 67.5%-13.8pp | 72.0%-18.3pp | 69.6%-16.0pp |
| Annual return | 11.25% | 22.66%-11.4pp | 29.49%-18.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $336 | $1,795-81.3% | $4,310-92.2% | $2,471-86.4% |
| Participant deferral / active EE | $887 | $2,780-68.1% | $7,107-87.5% | $3,740-76.3% |
| Admin fee / account holder | $1,619 | $4,426-63.4% | $5,158-68.6% | $5,306-69.5% |