Filed April 7, 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 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.
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 | $35,964 | $48,570-26.0% | $130,648-72.5% | $72,985-50.7% |
| Participation rate | 53.1% | 58.6%-5.5pp | 71.7%-18.7pp | 69.5%-16.4pp |
| Annual return | 9.46% | 38.63%-29.2pp | 1708.96%-1699.5pp | 81.00%-71.5pp |
| Employer contribution / active EE | $297 | $1,334-77.7% | $4,092-92.7% | $2,440-87.8% |
| Participant deferral / active EE | $1,190 | $2,384-50.1% | $3,603-67.0% | $3,607-67.0% |
| Admin fee / account holder | $9,929 | $3,549+179.8% | $5,464+81.7% | $5,124+93.8% |