Filed September 12, 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 | $118,278 | $76,670+54.3% | $96,683+22.3% | $71,457+65.5% |
| Participation rate | 34.5% | 66.6%-32.1pp | 74.3%-39.9pp | 67.9%-33.4pp |
| Annual return | 18.27% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,248 | $3,031-58.8% | $3,737-66.6% | $2,588-51.8% |
| Participant deferral / active EE | $2,289 | $3,771-39.3% | $4,878-53.1% | $4,289-46.6% |
| Admin fee / account holder | $10,931 | $2,028+438.9% | $6,730+62.4% | $1,587+588.6% |