Filed January 19, 1995 (most recent of 2 filings on file)
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 | $110,947 | $58,694+89.0% | $142,863-22.3% | $85,850+29.2% |
| Participation rate | 64.1% | 58.5%+5.6pp | 71.9%-7.8pp | 69.3%-5.2pp |
| Annual return | 12.78% | 27.72%-14.9pp | 5637.54%-5624.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,065 | $1,423+45.1% | $4,144-50.2% | $2,565-19.5% |
| Participant deferral / active EE | $5,434 | $2,607+108.4% | $3,837+41.6% | $3,952+37.5% |
| Admin fee / account holder | $2,958 | $4,239-30.2% | $6,560-54.9% | $6,260-52.7% |