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 | $49,696 | $48,570+2.3% | $130,648-62.0% | $72,985-31.9% |
| Participation rate | 48.1% | 58.6%-10.5pp | 71.7%-23.7pp | 69.5%-21.4pp |
| Annual return | 19.91% | 38.63%-18.7pp | 1708.96%-1689.1pp | 81.00%-61.1pp |
| Employer contribution / active EE | $789 | $1,334-40.8% | $4,092-80.7% | $2,440-67.6% |
| Participant deferral / active EE | $2,074 | $2,384-13.0% | $3,603-42.4% | $3,607-42.5% |
| Admin fee / account holder | $6,670 | $3,549+88.0% | $5,464+22.1% | $5,124+30.2% |