Filed February 15, 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 4-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 | $11,100 | $63,703-82.6% | $93,063-88.1% | $82,448-86.5% |
| Participation rate | 48.1% | 63.8%-15.7pp | 72.1%-24.0pp | 68.1%-19.9pp |
| Annual return | 25.82% | -775.43%+801.2pp | 34.15%-8.3pp | 41.64%-15.8pp |
| Employer contribution / active EE | $1,645 | $1,729-4.8% | $2,476-33.6% | $2,551-35.5% |
| Participant deferral / active EE | $1,353 | $2,919-53.7% | $3,958-65.8% | $4,139-67.3% |
| Admin fee / account holder | $379 | $5,982-93.7% | $6,033-93.7% | $7,234-94.8% |