Filed January 12, 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 | $23,419 | $127,100-81.6% | $105,738-77.9% | $135,375-82.7% |
| Participation rate | 57.9% | 82.7%-24.8pp | 76.3%-18.4pp | 82.6%-24.7pp |
| Annual return | -6.66% | 4.49%-11.2pp | 6.27%-12.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $399 | $4,107-90.3% | $3,268-87.8% | $4,779-91.6% |
| Participant deferral / active EE | $2,205 | $5,064-56.5% | $4,080-45.9% | $5,609-60.7% |
| Admin fee / account holder | $2,736 | $9,087-69.9% | $6,913-60.4% | $10,827-74.7% |