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 | $83,875 | $71,883+16.7% | $86,677-3.2% | $68,494+22.5% |
| Participation rate | 48.8% | 72.2%-23.5pp | 76.6%-27.8pp | 67.9%-19.1pp |
| Annual return | -17.23% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,051 | $3,779-45.7% | $4,656-55.9% | $4,027-49.1% |
| Admin fee / account holder | $1,708 | $6,112-72.1% | $7,493-77.2% | $5,403-68.4% |