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.
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 | $136,841 | $150,818-9.3% | $129,207+5.9% | - |
| Participation rate | 4.0% | 67.3%-63.3pp | 69.6%-65.6pp | - |
| Annual return | 14.56% | 14.05%+0.5pp | 9417.33%-9402.8pp | - |
| Employer contribution / active EE | $0 | $2,537-100.0% | $4,153-100.0% | - |
| Participant deferral / active EE | $551 | $4,233-87.0% | $4,168-86.8% | - |
| Admin fee / account holder | $1,629 | $25,214-93.5% | $7,715-78.9% | - |