Filed September 11, 1996
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 | $24,315 | $57,281-57.6% | $86,612-71.9% | $75,163-67.7% |
| Participation rate | 68.3% | 63.2%+5.1pp | 71.7%-3.4pp | 67.2%+1.1pp |
| Annual return | 19.19% | 2670.75%-2651.6pp | 591.07%-571.9pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,579 | $2,314-31.8% | $3,022-47.7% | $2,670-40.8% |
| Participant deferral / active EE | $1,155 | $3,318-65.2% | $4,438-74.0% | $4,125-72.0% |
| Admin fee / account holder | $1,303 | $4,112-68.3% | $5,614-76.8% | $5,651-76.9% |