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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,149 | $61,605+43.1% | $112,229-21.5% | $75,163+17.3% |
| Participation rate | 26.2% | 61.7%-35.5pp | 72.4%-46.2pp | 67.2%-41.0pp |
| Annual return | 11.35% | 28.47%-17.1pp | 30.20%-18.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $20 | $2,015-99.0% | $3,430-99.4% | $2,670-99.2% |
| Participant deferral / active EE | $1,098 | $3,108-64.7% | $4,798-77.1% | $4,125-73.4% |
| Admin fee / account holder | $22,880 | $4,862+370.6% | $7,748+195.3% | $5,651+304.9% |