Filed September 17, 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 | $111,874 | $43,723+155.9% | $121,196-7.7% | $64,186+74.3% |
| Participation rate | 13.3% | 58.3%-45.0pp | 71.7%-58.4pp | 69.6%-56.2pp |
| Annual return | -7.91% | 68.91%-76.8pp | 16.93%-24.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $916 | $2,280-59.8% | $3,344-72.6% | $3,470-73.6% |
| Admin fee / account holder | $518 | $3,501-85.2% | $5,019-89.7% | $4,888-89.4% |