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.
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 | $110,374 | $117,841-6.3% | $102,423+7.8% | $145,922-24.4% |
| Participation rate | 54.5% | 78.6%-24.0pp | 76.5%-21.9pp | 80.3%-25.7pp |
| Annual return | 9.06% | 31.65%-22.6pp | 29.32%-20.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,059 | $5,731-29.2% | $5,053-19.7% | $6,688-39.3% |
| Admin fee / account holder | $88,338 | $13,326+562.9% | $9,451+834.7% | $13,397+559.4% |