Filed February 7, 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 9-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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $10,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,303 | $52,293-76.5% | $178,490-93.1% | $73,409-83.2% |
| Participation rate | 17.2% | 65.3%-48.1pp | 81.9%-64.7pp | 72.2%-55.0pp |
| Annual return | 19.36% | 34.75%-15.4pp | 151.07%-131.7pp | 59.29%-39.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $401 | $2,332-82.8% | $5,202-92.3% | $3,805-89.5% |
| Admin fee / account holder | $109 | $127-14.4% | $13,984-99.2% | $158-30.9% |