Filed July 5, 1995
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 | $148,999 | $77,634+91.9% | $156,549-4.8% | $62,891+136.9% |
| Participation rate | 55.6% | 71.2%-15.6pp | 84.0%-28.5pp | 69.3%-13.8pp |
| Annual return | 7.74% | 50.32%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $797 | $3,444-76.9% | $5,501-85.5% | $2,281-65.0% |
| Participant deferral / active EE | $3,001 | $3,045-1.5% | $4,871-38.4% | $3,203-6.3% |
| Admin fee / account holder | $650 | $5,561-88.3% | $13,027-95.0% | $4,296-84.9% |