Filed October 16, 1994 (most recent of 2 filings on file)
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 | $39,297 | $80,717-51.3% | $154,803-74.6% | $84,808-53.7% |
| Participation rate | 40.5% | 66.8%-26.3pp | 78.1%-37.5pp | 68.3%-27.8pp |
| Annual return | 18.26% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,646 | $2,761-40.4% | $4,305-61.8% | $2,631-37.4% |
| Participant deferral / active EE | $1,748 | $3,303-47.1% | $5,540-68.5% | $4,212-58.5% |
| Admin fee / account holder | $1,577 | $6,746-76.6% | $14,329-89.0% | $7,344-78.5% |