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 | $54,323 | $56,110-3.2% | $94,993-42.8% | $70,131-22.5% |
| Participation rate | 61.9% | 65.0%-3.1pp | 73.9%-12.0pp | 69.5%-7.6pp |
| Annual return | 13.73% | 51.02%-37.3pp | 27.12%-13.4pp | 73.14%-59.4pp |
| Employer contribution / active EE | $818 | $1,442-43.3% | $2,603-68.6% | $2,342-65.1% |
| Participant deferral / active EE | $1,571 | $2,391-34.3% | $3,317-52.6% | $3,332-52.8% |
| Admin fee / account holder | $1,465 | $3,456-57.6% | $4,960-70.5% | $4,645-68.5% |