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.
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 | $101,955 | $56,357+80.9% | $104,294-2.2% | $68,494+48.9% |
| Participation rate | 41.2% | 63.3%-22.1pp | 73.3%-32.1pp | 67.9%-26.7pp |
| Annual return | -13.91% | -9.19%-4.7pp | 24.61%-38.5pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,880 | $3,077-38.9% | $4,625-59.3% | $4,027-53.3% |
| Admin fee / account holder | $1,723 | $4,903-64.9% | $7,339-76.5% | $5,403-68.1% |