Filed February 1, 1994
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 | $180,372 | $101,724+77.3% | $164,813+9.4% | $80,856+123.1% |
| Participation rate | 52.7% | 71.8%-19.1pp | 78.6%-25.9pp | 67.6%-14.9pp |
| Annual return | 14.09% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $912 | $2,953-69.1% | $4,341-79.0% | $2,755-66.9% |
| Participant deferral / active EE | $5,544 | $4,477+23.8% | $6,031-8.1% | $4,296+29.1% |
| Admin fee / account holder | $3,351 | $8,227-59.3% | $12,690-73.6% | $6,918-51.6% |