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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,240 | $56,053+128.8% | $75,972+68.8% | $80,856+58.6% |
| Participation rate | 57.9% | 62.0%-4.1pp | 69.1%-11.2pp | 67.6%-9.7pp |
| Annual return | 11.31% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $446 | $1,874-76.2% | $2,685-83.4% | $2,755-83.8% |
| Participant deferral / active EE | $3,350 | $3,052+9.8% | $4,255-21.3% | $4,296-22.0% |
| Admin fee / account holder | $14,202 | $5,234+171.4% | $6,467+119.6% | $6,918+105.3% |