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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,883 | $53,777-33.3% | $134,143-73.2% | $79,858-55.1% |
| Participation rate | 51.7% | 58.8%-7.1pp | 72.2%-20.5pp | 69.6%-18.0pp |
| Annual return | 9.21% | 19.01%-9.8pp | 36.33%-27.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,002 | $1,321-24.1% | $3,704-72.9% | $2,471-59.4% |
| Participant deferral / active EE | $2,205 | $2,420-8.9% | $3,499-37.0% | $3,740-41.1% |
| Admin fee / account holder | $23,469 | $3,984+489.1% | $6,684+251.1% | $5,306+342.3% |