Filed February 22, 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 | $30,198 | $48,300-37.5% | $40,145,923-99.9% | $62,891-52.0% |
| Participation rate | 66.7% | 62.0%+4.6pp | 68.4%-1.7pp | 69.3%-2.6pp |
| Annual return | 7.33% | 6.95%+0.4pp | 5.24%+2.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,113 | $1,333-16.5% | $1,844-39.6% | $2,281-51.2% |
| Participant deferral / active EE | $1,590 | $2,388-33.4% | $2,591-38.6% | $3,203-50.3% |
| Admin fee / account holder | $1,320 | $2,919-54.8% | $2,903-54.5% | $4,296-69.3% |