Filed April 7, 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 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.
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 | $25,952 | $185,200-86.0% | $142,863-81.8% | $167,490-84.5% |
| Participation rate | 55.0% | 78.4%-23.4pp | 71.9%-16.9pp | 82.1%-27.1pp |
| Annual return | 13.51% | 8555.70%-8542.2pp | 5637.54%-5624.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $526 | $5,604-90.6% | $4,144-87.3% | $4,837-89.1% |
| Participant deferral / active EE | $1,694 | $4,494-62.3% | $3,837-55.9% | $6,341-73.3% |
| Admin fee / account holder | $17,040 | $8,031+112.2% | $6,560+159.7% | $12,309+38.4% |