Filed October 25, 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.
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 | $75,655 | $76,407-1.0% | $150,298-49.7% | $82,448-8.2% |
| Participation rate | 17.7% | 66.4%-48.7pp | 77.8%-60.0pp | 68.1%-50.3pp |
| Annual return | 11.39% | 39.99%-28.6pp | 62.79%-51.4pp | 41.64%-30.3pp |
| Employer contribution / active EE | $484 | $2,614-81.5% | $4,154-88.3% | $2,551-81.0% |
| Participant deferral / active EE | $1,269 | $3,214-60.5% | $5,453-76.7% | $4,139-69.3% |
| Admin fee / account holder | $19,050 | $6,352+199.9% | $14,116+35.0% | $7,234+163.3% |