Filed March 19, 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 | $74,646 | $54,320+37.4% | $67,652+10.3% | $52,331+42.6% |
| Participation rate | 60.4% | 73.6%-13.2pp | 75.7%-15.3pp | 68.1%-7.7pp |
| Annual return | 0.17% | 6.81%-6.6pp | 6625.04%-6624.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,142 | $1,544-26.0% | $2,266-49.6% | $1,882-39.3% |
| Participant deferral / active EE | $1,957 | $2,950-33.7% | $3,560-45.0% | $3,022-35.3% |
| Admin fee / account holder | $6,204 | $527+1078.1% | $4,821+28.7% | $592+948.7% |