Filed October 29, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,323 | $99,652+323.8% | $78,778+436.1% | $147,584+186.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 14.99% | 47.28%-32.3pp | 35.62%-20.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $6,328 | $2,796+126.4% | $1,986+218.7% | $4,876+29.8% |
| Participant deferral / active EE | $3,824 | $3,664+4.4% | $2,958+29.3% | $5,439-29.7% |
| Admin fee / account holder | $3,713 | $7,155-48.1% | $5,134-27.7% | $10,885-65.9% |