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 | $5,917 | $79,449-92.6% | $189,557-96.9% | $85,850-93.1% |
| Participation rate | 7.4% | 66.0%-58.6pp | 78.4%-71.0pp | 69.3%-61.9pp |
| Annual return | 11.95% | 18.45%-6.5pp | 64.17%-52.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $302 | $4,051-92.6% | $6,174-95.1% | $3,952-92.4% |
| Admin fee / account holder | $3,831 | $5,377-28.7% | $9,807-60.9% | $6,260-38.8% |