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 | $56,117 | $54,541+2.9% | $78,778-28.8% | $70,131-20.0% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 14.05% | 21.07%-7.0pp | 35.62%-21.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,035 | $1,089-5.0% | $1,986-47.9% | $2,342-55.8% |
| Participant deferral / active EE | $2,146 | $2,210-2.9% | $2,958-27.4% | $3,332-35.6% |
| Admin fee / account holder | $2,414 | $3,709-34.9% | $5,134-53.0% | $4,645-48.0% |