Filed March 26, 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 | $100,585 | $92,222+9.1% | $76,768+31.0% | $135,375-25.7% |
| Participation rate | 28.6% | 79.8%-51.2pp | 77.0%-48.4pp | 82.6%-54.1pp |
| Annual return | 5.02% | 5.46%-0.4pp | 2.43%+2.6pp | 519.73%-514.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,687 | $4,509-62.6% | $3,852-56.2% | $5,609-69.9% |
| Admin fee / account holder | $9,867 | $10,748-8.2% | $6,675+47.8% | $10,827-8.9% |