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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,571 | $46,674+10.5% | $117,472-56.1% | $68,494-24.7% |
| Participation rate | 41.8% | 56.8%-15.0pp | 70.6%-28.8pp | 67.9%-26.1pp |
| Annual return | -21.71% | -14.52%-7.2pp | 29.74%-51.4pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,057 | $1,505-29.7% | $4,176-74.7% | $2,596-59.3% |
| Participant deferral / active EE | $2,569 | $2,636-2.5% | $4,070-36.9% | $4,027-36.2% |
| Admin fee / account holder | $4,331 | $4,020+7.7% | $5,645-23.3% | $5,403-19.8% |