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.
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 | $40,915 | $46,869-12.7% | $122,332-66.6% | $70,131-41.7% |
| Participation rate | 46.6% | 58.2%-11.6pp | 71.6%-25.1pp | 69.5%-23.0pp |
| Annual return | 16.99% | 24.22%-7.2pp | 30.27%-13.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $775 | $1,288-39.8% | $4,050-80.9% | $2,342-66.9% |
| Participant deferral / active EE | $1,165 | $2,166-46.2% | $3,287-64.5% | $3,332-65.0% |
| Admin fee / account holder | $2,632 | $3,322-20.8% | $5,478-51.9% | $4,645-43.3% |