Filed December 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,987 | $87,870+65.0% | $113,168+28.1% | $74,304+95.1% |
| Participation rate | 35.9% | 70.7%-34.8pp | 76.6%-40.6pp | 60.3%-24.4pp |
| Annual return | 5.82% | 26.44%-20.6pp | 24.27%-18.5pp | 29.43%-23.6pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,066 | $4,241-51.3% | $5,107-59.5% | $3,767-45.2% |
| Admin fee / account holder | $66,174 | $3,368+1864.7% | $12,068+448.4% | $2,969+2128.9% |