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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,352 | $53,516+24.0% | $126,539-47.6% | $84,808-21.8% |
| Participation rate | 28.9% | 58.2%-29.4pp | 69.8%-40.9pp | 68.3%-39.4pp |
| Annual return | 9.79% | 58.34%-48.5pp | 425.95%-416.2pp | 40.90%-31.1pp |
| Employer contribution / active EE | $777 | $1,535-49.4% | $3,674-78.9% | $2,631-70.5% |
| Participant deferral / active EE | $1,347 | $2,671-49.6% | $4,083-67.0% | $4,212-68.0% |
| Admin fee / account holder | $6,297 | $4,497+40.0% | $6,065+3.8% | $7,344-14.3% |