Filed April 15, 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.
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 | $24,061 | $76,552-68.6% | $123,892-80.6% | $62,891-61.7% |
| Participation rate | 44.1% | 73.0%-28.9pp | 81.4%-37.3pp | 69.3%-25.2pp |
| Annual return | 5.06% | 18.68%-13.6pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $759 | $2,883-73.7% | $4,617-83.6% | $2,281-66.7% |
| Participant deferral / active EE | $843 | $4,840-82.6% | $5,984-85.9% | $3,203-73.7% |
| Admin fee / account holder | $6,453 | $4,826+33.7% | $8,357-22.8% | $4,296+50.2% |