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 | $41,831 | $162,781-74.3% | $133,956-68.8% | $158,922-73.7% |
| Participation rate | 61.1% | 83.2%-22.1pp | 79.8%-18.7pp | 82.0%-20.8pp |
| Annual return | 9.95% | 41.94%-32.0pp | 45.09%-35.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,878 | $4,975-42.2% | $3,919-26.5% | $4,761-39.5% |
| Participant deferral / active EE | $3,515 | $5,911-40.5% | $5,048-30.4% | $5,982-41.2% |
| Admin fee / account holder | $5,200 | $11,736-55.7% | $8,927-41.8% | $11,246-53.8% |