Filed June 30, 1995
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 6-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.
Participant 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 | $13,101 | $56,199-76.7% | $67,652-80.6% | $59,632-78.0% |
| Participation rate | 5.1% | 71.5%-66.4pp | 75.7%-70.6pp | 68.7%-63.6pp |
| Annual return | -0.80% | 18505.31%-18506.1pp | 6625.04%-6625.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $72 | $2,844-97.5% | $3,560-98.0% | $3,192-97.8% |
| Admin fee / account holder | $576 | $3,958-85.4% | $4,821-88.0% | $4,297-86.6% |