Filed April 14, 1994 (most recent of 2 filings on file)
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 4-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 | $194,558 | $102,317+90.2% | $146,958+32.4% | $80,856+140.6% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 96.09% | 134.76%-38.7pp | 418.34%-322.2pp | 35.59%+60.5pp |
| Employer contribution / active EE | $2,432 | $3,713-34.5% | $4,933-50.7% | $2,755-11.7% |
| Participant deferral / active EE | $9,349 | $6,644+40.7% | $8,070+15.9% | $4,296+117.6% |
| Admin fee / account holder | $2,229 | $7,941-71.9% | $12,998-82.9% | $6,918-67.8% |