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 4-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 | $116,739 | $82,664+41.2% | $125,339-6.9% | $68,494+70.4% |
| Participation rate | 69.4% | 75.0%-5.7pp | 82.4%-13.0pp | 67.9%+1.5pp |
| Annual return | 5536.12% | -5.97%+5542.1pp | 572.05%+4964.1pp | -7.84%+5544.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,373 | $6,110+37.0% | $7,446+12.4% | $4,027+107.9% |
| Admin fee / account holder | $121,303 | $6,275+1833.0% | $10,010+1111.9% | $5,403+2145.2% |