Filed April 1, 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 | $38,824 | $60,349-35.7% | $74,183-47.7% | $62,891-38.3% |
| Participation rate | 68.8% | 72.7%-4.0pp | 76.6%-7.9pp | 69.3%-0.6pp |
| Annual return | 7.03% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $723 | $1,680-57.0% | $2,370-69.5% | $2,281-68.3% |
| Participant deferral / active EE | $1,653 | $2,856-42.1% | $3,550-53.4% | $3,203-48.4% |
| Admin fee / account holder | $1,815 | $4,261-57.4% | $5,586-67.5% | $4,296-57.7% |