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 | $38,168 | $49,791-23.3% | $78,210-51.2% | $70,131-45.6% |
| Participation rate | 53.4% | 62.3%-8.9pp | 68.7%-15.3pp | 69.5%-16.1pp |
| Annual return | 16.12% | 20.75%-4.6pp | 40.90%-24.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,154 | $1,430-19.3% | $2,034-43.2% | $2,342-50.7% |
| Participant deferral / active EE | $1,607 | $2,150-25.3% | $2,823-43.1% | $3,332-51.8% |
| Admin fee / account holder | $636 | $3,181-80.0% | $3,758-83.1% | $4,645-86.3% |