Filed December 23, 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 | $171,702 | $75,923+126.2% | $102,423+67.6% | - |
| Participation rate | 48.5% | 71.4%-22.9pp | 76.5%-28.0pp | - |
| Annual return | 14.26% | 15.12%-0.9pp | 29.32%-15.1pp | - |
| Employer contribution / active EE | $0 | $2,206-100.0% | $3,023-100.0% | - |
| Participant deferral / active EE | $2,180 | $4,258-48.8% | $5,053-56.9% | - |
| Admin fee / account holder | $43,142 | $11,449+276.8% | $9,451+356.5% | - |