Filed February 11, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $134,320 | $109,413+22.8% | $156,263-14.0% | $84,808+58.4% |
| Participation rate | 56.1% | 72.7%-16.6pp | 78.9%-22.8pp | 68.3%-12.3pp |
| Annual return | 15.53% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $603 | $2,907-79.3% | $4,333-86.1% | $2,631-77.1% |
| Participant deferral / active EE | $3,334 | $4,590-27.4% | $6,158-45.9% | $4,212-20.8% |
| Admin fee / account holder | $9,005 | $9,357-3.8% | $14,255-36.8% | $7,344+22.6% |