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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,196 | $94,625-0.5% | $116,228-19.0% | $84,808+11.1% |
| Participation rate | 41.7% | 70.4%-28.8pp | 74.6%-32.9pp | 68.3%-26.6pp |
| Annual return | 13.91% | 20.40%-6.5pp | 90.06%-76.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,808 | $3,972-54.5% | $4,953-63.5% | $4,212-57.1% |
| Admin fee / account holder | $6,680 | $10,091-33.8% | $11,989-44.3% | $7,344-9.0% |