Filed December 29, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,698 | $185,200-92.6% | $142,863-90.4% | $167,490-91.8% |
| Participation rate | 62.5% | 78.4%-15.9pp | 71.9%-9.4pp | 82.1%-19.6pp |
| Annual return | 36.05% | 8555.70%-8519.6pp | 5637.54%-5601.5pp | 478.56%-442.5pp |
| Employer contribution / active EE | $1,214 | $5,604-78.3% | $4,144-70.7% | $4,837-74.9% |
| Participant deferral / active EE | $1,409 | $4,494-68.6% | $3,837-63.3% | $6,341-77.8% |
| Admin fee / account holder | $2,689 | $8,031-66.5% | $6,560-59.0% | $12,309-78.2% |