Filed March 8, 1996
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,270 | $165,984+3.8% | $164,813+4.5% | $145,922+18.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.35% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-551.9pp |
| Employer contribution / active EE | $460 | $5,273-91.3% | $4,341-89.4% | $4,660-90.1% |
| Participant deferral / active EE | $3,335 | $6,959-52.1% | $6,031-44.7% | $6,688-50.1% |
| Admin fee / account holder | $65,188 | $16,648+291.6% | $12,690+413.7% | $13,397+386.6% |