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 | $64,839-82.9% | $95,585-88.4% | $84,808-86.9% |
| Participation rate | 48.1% | 63.8%-15.7pp | 72.1%-23.9pp | 68.3%-20.2pp |
| Annual return | 25.82% | -670.96%+696.8pp | 38.56%-12.7pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,645 | $1,759-6.5% | $2,527-34.9% | $2,631-37.5% |
| Participant deferral / active EE | $1,353 | $2,965-54.4% | $4,023-66.4% | $4,212-67.9% |
| Admin fee / account holder | $379 | $5,964-93.6% | $6,127-93.8% | $7,344-94.8% |