Filed January 31, 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 9-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.
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.
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 | $8,939 | $61,660-85.5% | $80,019-88.8% | $64,186-86.1% |
| Participation rate | 61.9% | 71.7%-9.8pp | 75.8%-13.9pp | 69.6%-7.7pp |
| Annual return | -10.67% | -0.33%-10.3pp | 11.22%-21.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,493 | $1,810-17.5% | $2,468-39.5% | $2,381-37.3% |
| Participant deferral / active EE | $1,811 | $2,968-39.0% | $3,686-50.9% | $3,470-47.8% |
| Admin fee / account holder | $706 | $5,417-87.0% | $6,521-89.2% | $4,888-85.5% |