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 | $32,109 | $44,103-27.2% | $75,826-57.7% | $64,186-50.0% |
| Participation rate | 63.2% | 62.7%+0.5pp | 68.2%-5.0pp | 69.6%-6.3pp |
| Annual return | 1.09% | -4.72%+5.8pp | 1914.15%-1913.1pp | 7.63%-6.5pp |
| Employer contribution / active EE | $1,452 | $1,446+0.5% | $1,913-24.1% | $2,381-39.0% |
| Participant deferral / active EE | $1,983 | $2,204-10.0% | $2,862-30.7% | $3,470-42.8% |
| Admin fee / account holder | $3,126 | $3,506-10.9% | $4,726-33.9% | $4,888-36.1% |