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 | $75,083 | $59,805+25.5% | $79,550-5.6% | $68,494+9.6% |
| Participation rate | 60.5% | 61.1%-0.6pp | 69.5%-9.0pp | 67.9%-7.4pp |
| Annual return | -16.74% | -12.30%-4.4pp | 0.16%-16.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $540 | $1,505-64.1% | $2,413-77.6% | $2,596-79.2% |
| Participant deferral / active EE | $4,378 | $3,024+44.8% | $3,985+9.9% | $4,027+8.7% |
| Admin fee / account holder | $8,435 | $4,835+74.5% | $6,832+23.5% | $5,403+56.1% |