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 | $91,811 | $102,604-10.5% | $86,188+6.5% | $139,434-34.2% |
| Participation rate | 58.8% | 74.5%-15.7pp | 69.0%-10.1pp | 80.3%-21.5pp |
| Annual return | 13.33% | 1922.51%-1909.2pp | 1168.45%-1155.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,355 | $3,032-22.3% | $2,380-1.1% | $4,751-50.4% |
| Participant deferral / active EE | $3,553 | $4,676-24.0% | $3,985-10.8% | $6,710-47.1% |
| Admin fee / account holder | $38,849 | $8,657+348.8% | $6,852+467.0% | $11,403+240.7% |