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 | $99,688 | $112,881-11.7% | $90,951+9.6% | $158,922-37.3% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 14.05% | 215.79%-201.7pp | 134.60%-120.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,878 | $2,893-35.1% | $2,122-11.5% | $4,761-60.6% |
| Participant deferral / active EE | $2,546 | $4,128-38.3% | $3,373-24.5% | $5,982-57.4% |
| Admin fee / account holder | $18,990 | $8,041+136.2% | $5,959+218.7% | $11,246+68.9% |