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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,674 | $72,404-59.0% | $110,238-73.1% | $64,186-53.8% |
| Participation rate | 57.8% | 73.3%-15.6pp | 79.8%-22.0pp | 69.6%-11.8pp |
| Annual return | -2.94% | -6.29%+3.4pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,108 | $2,282-51.5% | $3,826-71.1% | $2,381-53.5% |
| Participant deferral / active EE | $2,142 | $3,469-38.3% | $4,672-54.1% | $3,470-38.3% |
| Admin fee / account holder | $8,888 | $5,664+56.9% | $8,547+4.0% | $4,888+81.8% |