Filed December 8, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,072 | $53,053+39.6% | $126,539-41.5% | $74,304-0.3% |
| Participation rate | 19.1% | 48.0%-28.9pp | 69.8%-50.7pp | 60.3%-41.2pp |
| Annual return | 14.91% | 29.46%-14.6pp | 425.95%-411.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $188 | $1,168-83.9% | $3,674-94.9% | $2,241-91.6% |
| Participant deferral / active EE | $994 | $2,303-56.9% | $4,083-75.7% | $3,767-73.6% |
| Admin fee / account holder | $9,577 | $3,698+159.0% | $6,065+57.9% | $2,969+222.6% |