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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,883 | $109,413+42.5% | $156,263-0.2% | $84,808+83.8% |
| Participation rate | 44.9% | 72.7%-27.8pp | 78.9%-34.0pp | 68.3%-23.4pp |
| Annual return | 8.41% | 20.18%-11.8pp | 59.47%-51.1pp | 40.90%-32.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $928 | $4,590-79.8% | $6,158-84.9% | $4,212-78.0% |
| Admin fee / account holder | $342,368 | $9,357+3559.1% | $14,255+2301.8% | $7,344+4562.0% |