Filed July 10, 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 | $80,723 | $82,630-2.3% | $64,105+25.9% | $125,391-35.6% |
| Participation rate | 47.4% | 75.9%-28.5pp | 68.2%-20.8pp | 83.2%-35.8pp |
| Annual return | 3.90% | 1489.72%-1485.8pp | 791.24%-787.3pp | 282.22%-278.3pp |
| Employer contribution / active EE | $1,763 | $2,671-34.0% | $1,820-3.1% | $4,866-63.8% |
| Participant deferral / active EE | $3,621 | $3,608+0.3% | $2,822+28.3% | $5,352-32.3% |
| Admin fee / account holder | $3,610 | $6,382-43.4% | $4,499-19.8% | $9,540-62.2% |