Filed February 9, 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.
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 | $127,373 | $138,385-8.0% | $184,200-30.9% | $80,874+57.5% |
| Participation rate | 63.0% | 83.9%-20.9pp | 86.8%-23.9pp | 67.6%-4.7pp |
| Annual return | 19.34% | 20.02%-0.7pp | 28.80%-9.5pp | 35.62%-16.3pp |
| Employer contribution / active EE | $1,509 | $4,849-68.9% | $6,424-76.5% | $2,756-45.2% |
| Participant deferral / active EE | $5,470 | $7,073-22.7% | $9,132-40.1% | $4,297+27.3% |
| Admin fee / account holder | $44,502 | $10,483+324.5% | $13,907+220.0% | $6,935+541.7% |