Filed August 1, 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 | $52,560 | $49,025+7.2% | $87,507-39.9% | $62,891-16.4% |
| Participation rate | 57.7% | 64.9%-7.2pp | 73.8%-16.1pp | 69.3%-11.6pp |
| Annual return | 7.06% | 10.02%-3.0pp | 12.21%-5.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $887 | $1,372-35.4% | $2,550-65.2% | $2,281-61.1% |
| Participant deferral / active EE | $1,637 | $2,289-28.5% | $3,149-48.0% | $3,203-48.9% |
| Admin fee / account holder | $2,455 | $4,065-39.6% | $4,221-41.8% | $4,296-42.9% |