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 | $108,111 | $53,053+103.8% | $126,539-14.6% | $74,304+45.5% |
| Participation rate | 52.4% | 48.0%+4.3pp | 69.8%-17.4pp | 60.3%-8.0pp |
| Annual return | 15.65% | 29.46%-13.8pp | 425.95%-410.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,852 | $1,168+58.6% | $3,674-49.6% | $2,241-17.4% |
| Participant deferral / active EE | $3,880 | $2,303+68.5% | $4,083-5.0% | $3,767+3.0% |
| Admin fee / account holder | $10,823 | $3,698+192.7% | $6,065+78.5% | $2,969+264.5% |