Filed December 29, 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 | $25,840 | $176,662-85.4% | $130,648-80.2% | $152,861-83.1% |
| Participation rate | 42.9% | 79.0%-36.1pp | 71.7%-28.9pp | 82.4%-39.6pp |
| Annual return | 16.82% | 2692.24%-2675.4pp | 1708.96%-1692.1pp | 345.32%-328.5pp |
| Employer contribution / active EE | $734 | $5,742-87.2% | $4,092-82.1% | $4,762-84.6% |
| Participant deferral / active EE | $2,327 | $4,361-46.7% | $3,603-35.4% | $5,850-60.2% |
| Admin fee / account holder | $13,315 | $7,133+86.7% | $5,464+143.7% | $11,596+14.8% |