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 | $136,802 | $72,404+88.9% | $110,238+24.1% | $64,186+113.1% |
| Participation rate | 54.0% | 73.3%-19.4pp | 79.8%-25.9pp | 69.6%-15.6pp |
| Annual return | -6.45% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,227 | $2,282-2.4% | $3,826-41.8% | $2,381-6.5% |
| Participant deferral / active EE | $3,594 | $3,469+3.6% | $4,672-23.1% | $3,470+3.6% |
| Admin fee / account holder | $2,114 | $5,664-62.7% | $8,547-75.3% | $4,888-56.7% |