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 | $30,674 | $142,405-78.5% | $115,157-73.4% | $152,861-79.9% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 26.24% | 41.48%-15.2pp | 35.60%-9.4pp | 345.32%-319.1pp |
| Employer contribution / active EE | $448 | $4,010-88.8% | $3,179-85.9% | $4,762-90.6% |
| Participant deferral / active EE | $2,269 | $5,164-56.1% | $4,168-45.6% | $5,850-61.2% |
| Admin fee / account holder | $1,019 | $8,462-88.0% | $7,088-85.6% | $11,596-91.2% |