Filed October 27, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,692 | $105,856+4.6% | $285,549-61.2% | $116,875-5.3% |
| Participation rate | 41.1% | 68.4%-27.3pp | 83.2%-42.1pp | 74.5%-33.4pp |
| Annual return | 15.79% | 16.47%-0.7pp | 7.15%+8.6pp | 16.29%-0.5pp |
| Employer contribution / active EE | $223 | $2,968-92.5% | $5,022-95.6% | $3,288-93.2% |
| Participant deferral / active EE | $2,453 | $2,757-11.0% | $4,549-46.1% | $3,885-36.9% |
| Admin fee / account holder | $5,632 | $7,416-24.1% | $13,934-59.6% | $12,263-54.1% |