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 | $46,793 | $129,942-64.0% | $104,294-55.1% | $134,475-65.2% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -16.13% | 42.03%-58.2pp | 24.61%-40.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $541 | $4,184-87.1% | $3,372-84.0% | $4,740-88.6% |
| Participant deferral / active EE | $3,679 | $5,588-34.2% | $4,625-20.4% | $6,400-42.5% |
| Admin fee / account holder | $808 | $9,323-91.3% | $7,339-89.0% | $11,426-92.9% |