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 | $110,287 | $111,724-1.3% | $93,606+17.8% | $145,922-24.4% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 21.06% | 202.98%-181.9pp | 133.20%-112.1pp | 561.29%-540.2pp |
| Employer contribution / active EE | $2,769 | $3,090-10.4% | $2,420+14.4% | $4,660-40.6% |
| Participant deferral / active EE | $4,262 | $4,912-13.2% | $4,411-3.4% | $6,688-36.3% |
| Admin fee / account holder | $1,424 | $10,250-86.1% | $8,285-82.8% | $13,397-89.4% |