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 | $95,335 | $95,862-0.5% | $79,550+19.8% | $134,475-29.1% |
| Participation rate | 58.8% | 75.0%-16.2pp | 69.5%-10.7pp | 81.2%-22.4pp |
| Annual return | -16.62% | -2.69%-13.9pp | 0.16%-16.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,187 | $3,128-30.1% | $2,413-9.4% | $4,740-53.9% |
| Participant deferral / active EE | $3,223 | $4,693-31.3% | $3,985-19.1% | $6,400-49.6% |
| Admin fee / account holder | $1,113 | $9,126-87.8% | $6,832-83.7% | $11,426-90.3% |