Filed July 21, 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 | $121,013 | $148,978-18.8% | $200,582-39.7% | $84,808+42.7% |
| Participation rate | 57.6% | 84.2%-26.6pp | 86.9%-29.3pp | 68.3%-10.7pp |
| Annual return | 16.12% | 28.16%-12.0pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,252 | $4,815-32.5% | $6,419-49.3% | $2,631+23.6% |
| Participant deferral / active EE | $4,005 | $7,142-43.9% | $9,331-57.1% | $4,212-4.9% |
| Admin fee / account holder | $10,703 | $13,977-23.4% | $16,305-34.4% | $7,344+45.7% |