Filed April 8, 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 5-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 | $81,776 | $109,982-25.6% | $97,226-15.9% | $145,922-44.0% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.1pp | 80.3%-16.6pp |
| Annual return | 9.29% | 242.90%-233.6pp | 75.13%-65.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,607 | $3,084-47.9% | $2,729-41.1% | $4,660-65.5% |
| Participant deferral / active EE | $2,949 | $4,676-36.9% | $4,264-30.8% | $6,688-55.9% |
| Admin fee / account holder | $5,790 | $6,221-6.9% | $5,654+2.4% | $13,397-56.8% |