Filed November 28, 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 | $34,933 | $48,364-27.8% | $71,796-51.3% | $62,891-44.5% |
| Participation rate | 67.1% | 60.6%+6.4pp | 69.1%-2.1pp | 69.3%-2.2pp |
| Annual return | 6.27% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $176 | $1,042-83.1% | $1,924-90.8% | $2,281-92.3% |
| Participant deferral / active EE | $2,377 | $2,091+13.6% | $2,794-15.0% | $3,203-25.8% |
| Admin fee / account holder | $972 | $3,771-74.2% | $4,815-79.8% | $4,296-77.4% |