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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,662 | $98,750+63.7% | $149,696+8.0% | $79,858+102.4% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.5%-20.6pp | 69.6%-7.7pp |
| Annual return | 38.70% | 27.43%+11.3pp | 276.60%-237.9pp | 31.71%+7.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,111 | $5,680+7.6% | $6,842-10.7% | $3,740+63.4% |
| Admin fee / account holder | $13,207 | $6,053+118.2% | $9,309+41.9% | $5,306+148.9% |