Filed January 13, 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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,858 | $69,515-87.3% | $86,874-89.8% | $85,850-89.7% |
| Participation rate | 89.3% | 66.3%+23.0pp | 71.6%+17.6pp | 69.3%+20.0pp |
| Annual return | 8.10% | 20.12%-12.0pp | 63.52%-55.4pp | 318.53%-310.4pp |
| Employer contribution / active EE | $714 | $1,880-62.0% | $2,495-71.4% | $2,565-72.2% |
| Participant deferral / active EE | $324 | $2,919-88.9% | $3,699-91.2% | $3,952-91.8% |
| Admin fee / account holder | $2,801 | $5,972-53.1% | $5,828-51.9% | $6,260-55.3% |