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 | $51,548 | $150,187-65.7% | $120,354-57.2% | $145,922-64.7% |
| Participation rate | 52.9% | 78.8%-25.8pp | 71.9%-19.0pp | 80.3%-27.3pp |
| Annual return | 9.94% | 154.07%-144.1pp | 107.15%-97.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $450 | $4,348-89.6% | $3,463-87.0% | $4,660-90.3% |
| Participant deferral / active EE | $3,037 | $6,173-50.8% | $4,991-39.2% | $6,688-54.6% |
| Admin fee / account holder | $11,286 | $12,207-7.5% | $9,423+19.8% | $13,397-15.8% |