Filed May 12, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,628 | $72,492-35.7% | $87,100-46.5% | $72,985-36.1% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 16.04% | 24.46%-8.4pp | 28.19%-12.2pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,242 | $1,894-34.4% | $2,521-50.8% | $2,440-49.1% |
| Participant deferral / active EE | $1,032 | $3,270-68.4% | $4,049-74.5% | $3,607-71.4% |
| Admin fee / account holder | $6,061 | $5,055+19.9% | $7,497-19.2% | $5,124+18.3% |