Filed May 31, 1995
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 | $78,462 | $76,552+2.5% | $123,892-36.7% | $62,891+24.8% |
| Participation rate | 51.7% | 73.0%-21.3pp | 81.4%-29.7pp | 69.3%-17.6pp |
| Annual return | -3.48% | 18.68%-22.2pp | 47.52%-51.0pp | 20.14%-23.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,211 | $4,840-33.7% | $5,984-46.3% | $3,203+0.2% |
| Admin fee / account holder | $3,310 | $4,826-31.4% | $8,357-60.4% | $4,296-23.0% |