Filed July 19, 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 | $31,823 | $49,177-35.3% | $79,464-60.0% | $64,186-50.4% |
| Participation rate | 48.8% | 65.0%-16.2pp | 73.3%-24.5pp | 69.6%-20.7pp |
| Annual return | -0.01% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,214 | $2,076-41.5% | $2,800-56.7% | $2,381-49.0% |
| Participant deferral / active EE | $1,924 | $2,821-31.8% | $3,704-48.0% | $3,470-44.5% |
| Admin fee / account holder | $6,667 | $3,839+73.7% | $5,113+30.4% | $4,888+36.4% |