Filed June 29, 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.
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 | $88,286 | $64,324+37.3% | $118,925-25.8% | $79,858+10.6% |
| Participation rate | 56.8% | 64.9%-8.1pp | 75.4%-18.6pp | 69.6%-12.9pp |
| Annual return | 9.71% | 86.45%-76.7pp | 35.88%-26.2pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,051 | $2,824+8.0% | $4,265-28.5% | $3,740-18.4% |
| Admin fee / account holder | $1,004 | $4,040-75.1% | $6,581-84.7% | $5,306-81.1% |