Filed October 25, 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 | $45,997 | $77,634-40.8% | $156,549-70.6% | $62,891-26.9% |
| Participation rate | 38.0% | 71.2%-33.2pp | 84.0%-46.0pp | 69.3%-31.3pp |
| Annual return | 4.99% | 50.32%-45.3pp | 32.23%-27.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $686 | $3,444-80.1% | $5,501-87.5% | $2,281-69.9% |
| Participant deferral / active EE | $1,379 | $3,045-54.7% | $4,871-71.7% | $3,203-56.9% |
| Admin fee / account holder | $6,597 | $5,561+18.6% | $13,027-49.4% | $4,296+53.6% |