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 | $42,669 | $49,173-13.2% | $121,098-64.8% | $75,163-43.2% |
| Participation rate | 44.1% | 55.4%-11.3pp | 69.5%-25.4pp | 67.2%-23.1pp |
| Annual return | 4.86% | 55.99%-51.1pp | 985.75%-980.9pp | 160.62%-155.8pp |
| Employer contribution / active EE | $996 | $1,546-35.5% | $4,164-76.1% | $2,670-62.7% |
| Participant deferral / active EE | $1,889 | $2,628-28.1% | $4,080-53.7% | $4,125-54.2% |
| Admin fee / account holder | $7,062 | $3,942+79.2% | $5,644+25.1% | $5,651+25.0% |