Filed December 27, 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 | $185,446 | $72,277+156.6% | $101,248+83.2% | $79,858+132.2% |
| Participation rate | 68.8% | 68.5%+0.3pp | 75.8%-7.1pp | 69.6%-0.9pp |
| Annual return | 20.26% | 22.30%-2.0pp | 46.47%-26.2pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,668 | $2,692-0.9% | $3,660-27.1% | $2,471+8.0% |
| Participant deferral / active EE | $5,595 | $3,282+70.5% | $4,370+28.0% | $3,740+49.6% |
| Admin fee / account holder | $3,759 | $4,400-14.6% | $5,945-36.8% | $5,306-29.2% |