Filed December 17, 1993 (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 | $48,540 | $43,723+11.0% | $121,196-59.9% | $64,186-24.4% |
| Participation rate | 47.8% | 58.3%-10.5pp | 71.7%-23.9pp | 69.6%-21.7pp |
| Annual return | -4.78% | 68.91%-73.7pp | 16.93%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $873 | $1,296-32.7% | $4,022-78.3% | $2,381-63.3% |
| Participant deferral / active EE | $2,124 | $2,280-6.8% | $3,344-36.5% | $3,470-38.8% |
| Admin fee / account holder | $4,516 | $3,501+29.0% | $5,019-10.0% | $4,888-7.6% |