Filed September 12, 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 8-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 | $47,215 | $81,900-42.4% | $119,609-60.5% | $68,494-31.1% |
| Participation rate | 55.6% | 71.9%-16.3pp | 79.3%-23.7pp | 67.9%-12.3pp |
| Annual return | -8.98% | -23.82%+14.8pp | -14.97%+6.0pp | -7.84%-1.1pp |
| Employer contribution / active EE | $5,450 | $2,693+102.4% | $4,232+28.8% | $2,596+109.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $94,078 | $6,582+1329.4% | $10,323+811.3% | $5,403+1641.3% |