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 | $92,645 | $46,674+98.5% | $117,472-21.1% | $68,494+35.3% |
| Participation rate | 65.4% | 56.8%+8.7pp | 70.6%-5.2pp | 67.9%-2.5pp |
| Annual return | -17.94% | -14.52%-3.4pp | 29.74%-47.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,037 | $1,505+35.4% | $4,176-51.2% | $2,596-21.5% |
| Participant deferral / active EE | $4,682 | $2,636+77.6% | $4,070+15.0% | $4,027+16.3% |
| Admin fee / account holder | $10,371 | $4,020+158.0% | $5,645+83.7% | $5,403+92.0% |