Filed December 20, 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 | $80,360 | $65,041+23.6% | $90,951-11.6% | $79,858+0.6% |
| Participation rate | 47.7% | 61.6%-13.9pp | 69.0%-21.3pp | 69.6%-21.9pp |
| Annual return | 13.81% | 30.45%-16.6pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $360 | $1,247-71.2% | $2,122-83.1% | $2,471-85.4% |
| Participant deferral / active EE | $2,463 | $2,512-2.0% | $3,373-27.0% | $3,740-34.2% |
| Admin fee / account holder | $457 | $4,536-89.9% | $5,959-92.3% | $5,306-91.4% |