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 | $73,155 | $95,971-23.8% | $74,550-1.9% | $135,375-46.0% |
| Participation rate | 68.4% | 75.7%-7.2pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | -6.54% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,209 | $2,716-55.5% | $1,961-38.3% | $4,779-74.7% |
| Participant deferral / active EE | $1,556 | $3,843-59.5% | $3,108-49.9% | $5,609-72.3% |
| Admin fee / account holder | $6,845 | $6,522+5.0% | $5,060+35.3% | $10,827-36.8% |