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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,395 | $117,025-33.9% | $91,541-15.5% | $85,563-9.5% |
| Participation rate | 32.0% | 64.2%-32.2pp | 69.8%-37.8pp | 66.0%-34.0pp |
| Annual return | 13.32% | 18.02%-4.7pp | 20.50%-7.2pp | 31.51%-18.2pp |
| Employer contribution / active EE | $0 | $2,120-100.0% | $2,505-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,149 | $3,446-66.7% | $4,008-71.3% | $4,375-73.7% |
| Admin fee / account holder | $18,149 | $1,242+1361.5% | $6,956+160.9% | $834+2075.6% |