Filed June 21, 1996
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,023 | $77,634-84.5% | $156,549-92.3% | $62,891-80.9% |
| Participation rate | 34.9% | 71.2%-36.3pp | 84.0%-49.1pp | 69.3%-34.4pp |
| Annual return | 6.97% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $323 | $3,444-90.6% | $5,501-94.1% | $2,281-85.8% |
| Participant deferral / active EE | $895 | $3,045-70.6% | $4,871-81.6% | $3,203-72.0% |
| Admin fee / account holder | $2,926 | $5,561-47.4% | $13,027-77.5% | $4,296-31.9% |