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 | $87,696 | $106,890-18.0% | $84,015+4.4% | $152,861-42.6% |
| Participation rate | 52.9% | 75.2%-22.3pp | 69.0%-16.1pp | 82.4%-29.5pp |
| Annual return | 24.79% | 104.99%-80.2pp | 71.31%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,623 | $2,734-40.6% | $1,983-18.2% | $4,762-65.9% |
| Participant deferral / active EE | $2,108 | $4,011-47.4% | $3,239-34.9% | $5,850-64.0% |
| Admin fee / account holder | $1,968 | $8,285-76.2% | $6,101-67.7% | $11,596-83.0% |