Filed October 4, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,862 | $103,376+42.1% | $87,100+68.6% | $152,861-3.9% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.9%-12.2pp | 82.4%-17.7pp |
| Annual return | 22.55% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,845 | $4,778-40.5% | $4,049-29.7% | $5,850-51.4% |
| Admin fee / account holder | $4,793 | $12,205-60.7% | $7,497-36.1% | $11,596-58.7% |