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 | $26,207 | $152,509-82.8% | $117,472-77.7% | $134,475-80.5% |
| Participation rate | 60.9% | 77.1%-16.2pp | 70.6%-9.7pp | 81.2%-20.4pp |
| Annual return | -16.72% | 52.99%-69.7pp | 29.74%-46.5pp | 417.96%-434.7pp |
| Employer contribution / active EE | $697 | $5,571-87.5% | $4,176-83.3% | $4,740-85.3% |
| Participant deferral / active EE | $2,868 | $4,818-40.5% | $4,070-29.5% | $6,400-55.2% |
| Admin fee / account holder | $3,475 | $7,004-50.4% | $5,645-38.4% | $11,426-69.6% |