Filed May 24, 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.
Participant 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 | $19,399 | $41,377-53.1% | $109,313-82.3% | $62,891-69.2% |
| Participation rate | 50.0% | 57.5%-7.5pp | 71.3%-21.3pp | 69.3%-19.3pp |
| Annual return | 5.03% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $614 | $2,045-70.0% | $3,166-80.6% | $3,203-80.8% |
| Admin fee / account holder | $2,618 | $2,884-9.2% | $5,666-53.8% | $4,296-39.1% |