Filed January 11, 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 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,337 | $78,705-3.0% | $117,854-35.2% | $70,131+8.8% |
| Participation rate | 50.9% | 73.2%-22.3pp | 79.7%-28.8pp | 69.5%-18.7pp |
| Annual return | 16.32% | 23.30%-7.0pp | 335.08%-318.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,680 | $3,297-49.0% | $4,482-62.5% | $3,332-49.6% |
| Admin fee / account holder | $492 | $5,065-90.3% | $8,020-93.9% | $4,645-89.4% |