Filed June 1, 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 | $133,829 | $87,870+52.3% | $113,168+18.3% | $74,304+80.1% |
| Participation rate | 68.1% | 70.7%-2.6pp | 76.6%-8.4pp | 60.3%+7.8pp |
| Annual return | 15.69% | 26.44%-10.8pp | 24.27%-8.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $931 | $2,277-59.1% | $2,975-68.7% | $2,241-58.4% |
| Participant deferral / active EE | $6,362 | $4,241+50.0% | $5,107+24.6% | $3,767+68.9% |
| Admin fee / account holder | $7,655 | $3,368+127.3% | $12,068-36.6% | $2,969+157.8% |