Filed February 7, 1996
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 9-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.
Participant 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 | $18,133 | $47,126-61.5% | $149,673-87.9% | $74,419-75.6% |
| Participation rate | 17.5% | 63.4%-45.9pp | 78.8%-61.3pp | 70.7%-53.3pp |
| Annual return | 10.99% | 22.75%-11.8pp | 134.42%-123.4pp | 34.38%-23.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $560 | $2,728-79.5% | $5,680-90.1% | $4,528-87.6% |
| Admin fee / account holder | $717 | $343+109.2% | $13,210-94.6% | $348+106.1% |