Filed May 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,338 | $56,277+96.1% | $80,975+36.3% | $62,891+75.4% |
| Participation rate | 39.7% | 69.0%-29.3pp | 75.8%-36.2pp | 69.3%-29.7pp |
| Annual return | 7.37% | 22.12%-14.8pp | 17.10%-9.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,503 | $4,195-64.2% | $5,696-73.6% | $3,203-53.1% |
| Admin fee / account holder | $15,754 | $3,741+321.2% | $5,516+185.6% | $4,296+266.7% |