Filed April 14, 1994 (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 8-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 | $120,809 | $89,355+35.2% | $141,162-14.4% | $72,985+65.5% |
| Participation rate | 67.6% | 75.1%-7.5pp | 82.5%-14.9pp | 69.5%-1.9pp |
| Annual return | 9.93% | 111.85%-101.9pp | 71.39%-61.5pp | 81.00%-71.1pp |
| Employer contribution / active EE | -$1 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,258 | $5,418+34.0% | $6,709+8.2% | $3,607+101.2% |
| Admin fee / account holder | $44,188 | $5,958+641.6% | $10,261+330.6% | $5,124+762.3% |