Filed August 9, 1994
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.
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,547 | $99,985+227.6% | $146,665+123.3% | $85,850+281.5% |
| Participation rate | 55.8% | 73.1%-17.2pp | 80.1%-24.3pp | 69.3%-13.5pp |
| Annual return | 28.22% | 18.93%+9.3pp | 22.74%+5.5pp | 318.53%-290.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $974 | $4,006-75.7% | $5,506-82.3% | $3,952-75.4% |
| Admin fee / account holder | $1,164 | $7,702-84.9% | $10,280-88.7% | $6,260-81.4% |