Filed January 31, 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 9-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 | $24,156 | $73,004-66.9% | $90,749-73.4% | $68,494-64.7% |
| Participation rate | 60.0% | 70.8%-10.8pp | 75.7%-15.7pp | 67.9%-7.9pp |
| Annual return | -16.97% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,156 | $2,193-1.7% | $2,921-26.2% | $2,596-17.0% |
| Participant deferral / active EE | $2,646 | $3,627-27.0% | $4,564-42.0% | $4,027-34.3% |
| Admin fee / account holder | $2,464 | $5,896-58.2% | $8,445-70.8% | $5,403-54.4% |