Filed May 7, 1996 (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 | $58,849 | $91,190-35.5% | $178,490-67.0% | $79,858-26.3% |
| Participation rate | 65.7% | 69.2%-3.5pp | 81.9%-16.3pp | 69.6%-4.0pp |
| Annual return | 13.41% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,335 | $3,256-59.0% | $5,011-73.3% | $2,471-46.0% |
| Participant deferral / active EE | $2,891 | $3,236-10.7% | $5,202-44.4% | $3,740-22.7% |
| Admin fee / account holder | $4,978 | $6,751-26.3% | $13,984-64.4% | $5,306-6.2% |