Filed August 1, 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 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 | $133,539 | $109,413+22.1% | $156,263-14.5% | $84,808+57.5% |
| Participation rate | 67.5% | 72.7%-5.2pp | 78.9%-11.4pp | 68.3%-0.8pp |
| Annual return | 15.30% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,639 | $2,907+25.2% | $4,333-16.0% | $2,631+38.3% |
| Participant deferral / active EE | $8,726 | $4,590+90.1% | $6,158+41.7% | $4,212+107.2% |
| Admin fee / account holder | $14,203 | $9,357+51.8% | $14,255-0.4% | $7,344+93.4% |