Filed December 3, 1996
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,214 | $62,586-5.4% | $76,768-22.9% | $64,186-7.7% |
| Participation rate | 61.0% | 72.8%-11.8pp | 77.0%-15.9pp | 69.6%-8.5pp |
| Annual return | -2.15% | -1.95%-0.2pp | 2.43%-4.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,150 | $3,145-31.6% | $3,852-44.2% | $3,470-38.0% |
| Admin fee / account holder | $12,702 | $4,667+172.2% | $6,675+90.3% | $4,888+159.9% |