Filed March 31, 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 | $80,032 | $64,480+24.1% | $81,382-1.7% | $80,856-1.0% |
| Participation rate | 67.6% | 63.9%+3.8pp | 69.5%-1.8pp | 67.6%0pp |
| Annual return | 14.20% | 16.34%-2.1pp | 24.73%-10.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,894 | $3,094-38.8% | $3,883-51.2% | $4,296-55.9% |
| Admin fee / account holder | $2,433 | $5,671-57.1% | $5,768-57.8% | $6,918-64.8% |