Filed February 3, 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 | $64,000 | $25,723+148.8% | $69,182-7.5% | $55,167+16.0% |
| Participation rate | 44.6% | 39.4%+5.2pp | 55.1%-10.5pp | 69.0%-24.4pp |
| Annual return | 8.03% | 9.56%-1.5pp | -21.93%+30.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $238 | $480-50.4% | $1,206-80.2% | $1,963-87.9% |
| Participant deferral / active EE | $951 | $963-1.3% | $1,897-49.9% | $3,054-68.9% |
| Admin fee / account holder | $1,289 | $365+253.6% | $2,697-52.2% | $504+155.9% |