Filed October 21, 1994
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 7-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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,281 | $55,415-3.9% | $155,509-65.7% | $74,495-28.5% |
| Participation rate | 35.0% | 61.9%-26.9pp | 78.2%-43.1pp | 67.2%-32.2pp |
| Annual return | 13.98% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $470 | $2,267-79.3% | $4,672-89.9% | $2,623-82.1% |
| Participant deferral / active EE | $1,822 | $2,836-35.8% | $5,626-67.6% | $4,346-58.1% |
| Admin fee / account holder | $1,271 | $1,738-26.9% | $15,912-92.0% | $1,942-34.5% |