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 | $476,784 | $101,724+368.7% | $164,813+189.3% | $80,856+489.7% |
| Participation rate | 45.2% | 71.8%-26.6pp | 78.6%-33.4pp | 67.6%-22.4pp |
| Annual return | 19.59% | 16.72%+2.9pp | 69.93%-50.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $843 | $4,477-81.2% | $6,031-86.0% | $4,296-80.4% |
| Admin fee / account holder | $28,981 | $8,227+252.3% | $12,690+128.4% | $6,918+318.9% |