Filed September 27, 1995 (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 | $142,322 | $84,556+68.3% | $116,228+22.5% | $74,304+91.5% |
| Participation rate | 56.1% | 66.0%-10.0pp | 74.6%-18.5pp | 60.3%-4.3pp |
| Annual return | 9.09% | 18.35%-9.3pp | 90.06%-81.0pp | 29.43%-20.3pp |
| Employer contribution / active EE | $1,996 | $2,168-7.9% | $2,994-33.3% | $2,241-10.9% |
| Participant deferral / active EE | $2,970 | $3,814-22.1% | $4,953-40.0% | $3,767-21.2% |
| Admin fee / account holder | $3,485 | $3,792-8.1% | $11,989-70.9% | $2,969+17.4% |