Filed January 11, 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 | $110,302 | $69,977+57.6% | $108,579+1.6% | $62,891+75.4% |
| Participation rate | 59.0% | 72.9%-13.9pp | 79.6%-20.6pp | 69.3%-10.3pp |
| Annual return | 6.66% | 10.73%-4.1pp | -51.70%+58.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,208 | $2,135+3.4% | $3,758-41.2% | $2,281-3.2% |
| Participant deferral / active EE | $3,205 | $3,165+1.3% | $4,311-25.6% | $3,203+0.1% |
| Admin fee / account holder | $7,786 | $5,076+53.4% | $7,645+1.8% | $4,296+81.3% |