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 | $33,877 | $54,350-37.7% | $82,719-59.0% | $68,494-50.5% |
| Participation rate | 56.1% | 63.9%-7.8pp | 72.6%-16.5pp | 67.9%-11.8pp |
| Annual return | -17.13% | -13.67%-3.5pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,388 | $2,218-37.4% | $3,009-53.9% | $2,596-46.5% |
| Participant deferral / active EE | $1,874 | $3,246-42.3% | $4,395-57.4% | $4,027-53.5% |
| Admin fee / account holder | $23,484 | $4,395+434.3% | $5,329+340.7% | $5,403+334.7% |