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 | $71,349 | $32,037+122.7% | $69,182+3.1% | $62,891+13.4% |
| Participation rate | 46.7% | 43.4%+3.2pp | 55.1%-8.4pp | 69.3%-22.6pp |
| Annual return | 7.03% | 15.16%-8.1pp | -21.93%+29.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,648 | $1,185+39.1% | $1,897-13.1% | $3,203-48.5% |
| Admin fee / account holder | $2,319 | $2,608-11.1% | $2,697-14.0% | $4,296-46.0% |