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 | $127,660 | $81,900+55.9% | $119,609+6.7% | $68,494+86.4% |
| Participation rate | 36.0% | 71.9%-35.9pp | 79.3%-43.3pp | 67.9%-31.9pp |
| Annual return | -15.03% | -23.82%+8.8pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,501 | $2,693-44.3% | $4,232-64.5% | $2,596-42.2% |
| Participant deferral / active EE | $2,324 | $4,148-44.0% | $5,602-58.5% | $4,027-42.3% |
| Admin fee / account holder | $41,899 | $6,582+536.6% | $10,323+305.9% | $5,403+675.5% |