Filed August 12, 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 7-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 | $65,245 | $86,944-25.0% | $107,525-39.3% | $74,304-12.2% |
| Participation rate | 42.5% | 59.6%-17.1pp | 75.1%-32.6pp | 60.3%-17.9pp |
| Annual return | 15.02% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,583 | $2,757-42.6% | $3,754-57.8% | $2,241-29.4% |
| Participant deferral / active EE | $3,076 | $3,554-13.4% | $5,116-39.9% | $3,767-18.3% |
| Admin fee / account holder | $1,994 | $3,727-46.5% | $8,919-77.6% | $2,969-32.8% |