Filed March 14, 1994
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 | $88,308 | $87,037+1.5% | $106,201-16.8% | $80,874+9.2% |
| Participation rate | 49.4% | 70.4%-21.0pp | 75.3%-25.9pp | 67.6%-18.2pp |
| Annual return | 9.33% | 17.05%-7.7pp | 116.26%-106.9pp | 35.62%-26.3pp |
| Employer contribution / active EE | $385 | $2,396-83.9% | $3,170-87.9% | $2,756-86.0% |
| Participant deferral / active EE | $1,964 | $3,986-50.7% | $5,012-60.8% | $4,297-54.3% |
| Admin fee / account holder | $4,410 | $8,434-47.7% | $11,039-60.1% | $6,935-36.4% |