Filed December 14, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,254 | $73,004-7.9% | $90,749-25.9% | $68,494-1.8% |
| Participation rate | 54.3% | 70.8%-16.5pp | 75.7%-21.3pp | 67.9%-13.5pp |
| Annual return | -18.99% | -13.81%-5.2pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,732 | $3,627-52.2% | $4,564-62.0% | $4,027-57.0% |
| Admin fee / account holder | $16,583 | $5,896+181.3% | $8,445+96.4% | $5,403+206.9% |