Filed March 21, 1994
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 | $37,739 | $78,705-52.1% | $117,854-68.0% | $70,131-46.2% |
| Participation rate | 54.3% | 73.2%-18.8pp | 79.7%-25.3pp | 69.5%-15.2pp |
| Annual return | 9.69% | 23.30%-13.6pp | 335.08%-325.4pp | 73.14%-63.4pp |
| Employer contribution / active EE | $927 | $2,223-58.3% | $3,786-75.5% | $2,342-60.4% |
| Participant deferral / active EE | $1,768 | $3,297-46.4% | $4,482-60.5% | $3,332-46.9% |
| Admin fee / account holder | $7,442 | $5,065+46.9% | $8,020-7.2% | $4,645+60.2% |