Filed February 2, 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.
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 | $62,156 | $94,625-34.3% | $116,228-46.5% | $84,808-26.7% |
| Participation rate | 55.0% | 70.4%-15.4pp | 74.6%-19.6pp | 68.3%-13.3pp |
| Annual return | 10.56% | 20.40%-9.8pp | 90.06%-79.5pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,556 | $2,347-33.7% | $2,994-48.0% | $2,631-40.8% |
| Participant deferral / active EE | $3,572 | $3,972-10.1% | $4,953-27.9% | $4,212-15.2% |
| Admin fee / account holder | $1,108 | $10,091-89.0% | $11,989-90.8% | $7,344-84.9% |