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 | $297,311 | $81,900+263.0% | $119,609+148.6% | $68,494+334.1% |
| Participation rate | 59.0% | 71.9%-12.9pp | 79.3%-20.3pp | 67.9%-8.9pp |
| Annual return | -5.13% | -23.82%+18.7pp | -14.97%+9.8pp | -7.84%+2.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,245 | $4,148-70.0% | $5,602-77.8% | $4,027-69.1% |
| Admin fee / account holder | $5,004 | $6,582-24.0% | $10,323-51.5% | $5,403-7.4% |