Filed February 2, 1996
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 8-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,700 | $72,012-93.5% | $185,823-97.5% | $79,858-94.1% |
| Participation rate | 5.9% | 65.8%-59.9pp | 78.0%-72.1pp | 69.6%-63.8pp |
| Annual return | 26.49% | 23.12%+3.4pp | 35.95%-9.5pp | 31.71%-5.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $260 | $3,779-93.1% | $5,632-95.4% | $3,740-93.1% |
| Admin fee / account holder | $4,246 | $4,513-5.9% | $9,500-55.3% | $5,306-20.0% |