Filed October 13, 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.
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 | $106,519 | $74,927+42.2% | $101,794+4.6% | $84,808+25.6% |
| Participation rate | 42.9% | 61.4%-18.5pp | 69.2%-26.3pp | 68.3%-25.5pp |
| Annual return | 11.65% | 18.70%-7.1pp | 30.53%-18.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,406 | $1,522-7.6% | $2,289-38.6% | $2,631-46.6% |
| Participant deferral / active EE | $2,374 | $3,099-23.4% | $4,084-41.9% | $4,212-43.6% |
| Admin fee / account holder | $9,067 | $6,514+39.2% | $8,777+3.3% | $7,344+23.5% |