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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,001 | $66,457+49.0% | $81,382+21.7% | $77,643+27.5% |
| Participation rate | 27.7% | 68.7%-41.0pp | 69.5%-41.8pp | 70.6%-42.8pp |
| Annual return | 16.01% | 15.93%+0.1pp | 24.73%-8.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $2,463-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,008 | $3,679-72.6% | $3,883-74.1% | $4,647-78.3% |
| Admin fee / account holder | $18,205 | $583+3025.1% | $5,768+215.6% | $430+4129.7% |