Filed October 13, 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 | $83,390 | $71,057+17.4% | $93,654-11.0% | $80,874+3.1% |
| Participation rate | 41.3% | 60.4%-19.1pp | 68.7%-27.4pp | 67.6%-26.3pp |
| Annual return | 11.65% | 11.26%+0.4pp | 133.34%-121.7pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,204 | $1,564-23.0% | $2,421-50.3% | $2,756-56.3% |
| Participant deferral / active EE | $1,915 | $4,034-52.5% | $4,413-56.6% | $4,297-55.4% |
| Admin fee / account holder | $3,049 | $6,944-56.1% | $8,282-63.2% | $6,935-56.0% |