Filed February 28, 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.
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 | $89,016 | $62,586+42.2% | $76,768+16.0% | $64,186+38.7% |
| Participation rate | 38.1% | 72.8%-34.7pp | 77.0%-38.9pp | 69.6%-31.5pp |
| Annual return | -2.64% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,588 | $3,145-49.5% | $3,852-58.8% | $3,470-54.2% |
| Admin fee / account holder | $14,017 | $4,667+200.3% | $6,675+110.0% | $4,888+186.8% |