Filed September 22, 1993
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 | $58,172 | $54,517+6.7% | $75,972-23.4% | $74,495-21.9% |
| Participation rate | 61.9% | 60.3%+1.6pp | 69.1%-7.1pp | 67.2%-5.3pp |
| Annual return | 9.22% | 31.82%-22.6pp | 359.55%-350.3pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $627 | $1,777-64.7% | $2,685-76.6% | $2,623-76.1% |
| Participant deferral / active EE | $1,954 | $3,066-36.3% | $4,255-54.1% | $4,346-55.0% |
| Admin fee / account holder | $4,114 | $2,229+84.6% | $6,467-36.4% | $1,942+111.9% |