Filed September 27, 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 | $155,941 | $71,370+118.5% | $198,754-21.5% | $71,370+118.5% |
| Participation rate | 54.8% | 55.1%-0.4pp | 81.4%-26.7pp | 55.1%-0.4pp |
| Annual return | 19.01% | 15.87%+3.1pp | 4947.04%-4928.0pp | 15.87%+3.1pp |
| Employer contribution / active EE | $2,197 | $1,874+17.2% | $4,008-45.2% | $1,874+17.2% |
| Participant deferral / active EE | $3,431 | $2,656+29.2% | $4,138-17.1% | $2,656+29.2% |
| Admin fee / account holder | $21,317 | $6,050+252.3% | $12,082+76.4% | $6,050+252.3% |