Filed December 21, 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 | $54,232 | $51,576+5.2% | $129,207-58.0% | $80,856-32.9% |
| Participation rate | 39.8% | 57.0%-17.2pp | 69.6%-29.9pp | 67.6%-27.9pp |
| Annual return | 11.26% | 20.81%-9.6pp | 9417.33%-9406.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $934 | $1,584-41.0% | $4,153-77.5% | $2,755-66.1% |
| Participant deferral / active EE | $1,419 | $2,669-46.8% | $4,168-65.9% | $4,296-67.0% |
| Admin fee / account holder | $16,449 | $4,305+282.1% | $7,715+113.2% | $6,918+137.8% |