Filed April 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 | $75,265 | $30,400+147.6% | $53,898+39.6% | $84,808-11.3% |
| Participation rate | 43.8% | 46.4%-2.7pp | 55.0%-11.2pp | 68.3%-24.6pp |
| Annual return | 14.74% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,681 | $1,199+123.7% | $1,826+46.8% | $4,212-36.3% |
| Admin fee / account holder | $3,019 | $1,993+51.5% | $2,491+21.2% | $7,344-58.9% |