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 | $62,406 | $163,101-61.7% | $136,749-54.4% | $142,382-56.2% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 12.16% | 27.54%-15.4pp | 24.33%-12.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $468 | $4,117-88.6% | $3,400-86.2% | $4,299-89.1% |
| Participant deferral / active EE | $3,189 | $5,585-42.9% | $4,692-32.0% | $6,507-51.0% |
| Admin fee / account holder | $4,848 | $14,318-66.1% | $11,386-57.4% | $12,624-61.6% |