Filed December 30, 1996 (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 | $26,021 | $73,867-64.8% | $143,757-81.9% | $68,494-62.0% |
| Participation rate | 69.0% | 66.7%+2.4pp | 80.3%-11.3pp | 67.9%+1.1pp |
| Annual return | -11.05% | 1.01%-12.1pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $528 | $3,184-83.4% | $4,951-89.3% | $2,596-79.7% |
| Participant deferral / active EE | $1,985 | $3,384-41.3% | $5,637-64.8% | $4,027-50.7% |
| Admin fee / account holder | $2,937 | $5,755-49.0% | $14,673-80.0% | $5,403-45.6% |