Filed October 28, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,485 | $41,377-21.5% | $109,313-70.3% | $62,891-48.3% |
| Participation rate | 38.6% | 57.5%-19.0pp | 71.3%-32.7pp | 69.3%-30.8pp |
| Annual return | 1.70% | 11.05%-9.3pp | 22.07%-20.4pp | 20.14%-18.4pp |
| Employer contribution / active EE | $461 | $1,276-63.9% | $3,892-88.2% | $2,281-79.8% |
| Participant deferral / active EE | $742 | $2,045-63.7% | $3,166-76.6% | $3,203-76.8% |
| Admin fee / account holder | $4,541 | $2,884+57.5% | $5,666-19.9% | $4,296+5.7% |