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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,473 | $98,750+5.8% | $149,696-30.2% | $79,858+30.8% |
| Participation rate | 51.9% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.7pp |
| Annual return | 8.88% | 27.43%-18.5pp | 276.60%-267.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,821 | $5,680-32.7% | $6,842-44.2% | $3,740+2.2% |
| Admin fee / account holder | $5,111 | $6,053-15.5% | $9,309-45.1% | $5,306-3.7% |