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 | $40,827 | $169,032-75.8% | $129,207-68.4% | $145,922-72.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 14.67% | 14330.11%-14315.4pp | 9417.33%-9402.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $725 | $5,537-86.9% | $4,153-82.5% | $4,660-84.4% |
| Participant deferral / active EE | $2,394 | $4,987-52.0% | $4,168-42.5% | $6,688-64.2% |
| Admin fee / account holder | $1,585 | $9,954-84.1% | $7,715-79.5% | $13,397-88.2% |