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 | $43,087 | $149,734-71.2% | $118,925-63.8% | $158,922-72.9% |
| Participation rate | 47.4% | 82.1%-34.7pp | 75.4%-28.0pp | 82.0%-34.6pp |
| Annual return | 19.00% | 19.95%-0.9pp | 35.88%-16.9pp | 302.83%-283.8pp |
| Employer contribution / active EE | $404 | $4,115-90.2% | $3,263-87.6% | $4,761-91.5% |
| Participant deferral / active EE | $2,568 | $5,223-50.8% | $4,265-39.8% | $5,982-57.1% |
| Admin fee / account holder | $1,410 | $8,603-83.6% | $6,581-78.6% | $11,246-87.5% |