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 | $108,825+22.7% | $156,181-14.5% | $82,448+62.0% |
| Participation rate | 67.5% | 72.4%-4.9pp | 78.8%-11.4pp | 68.1%-0.6pp |
| Annual return | 15.30% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,639 | $2,870+26.8% | $4,294-15.2% | $2,551+42.7% |
| Participant deferral / active EE | $8,726 | $4,577+90.6% | $6,132+42.3% | $4,139+110.8% |
| Admin fee / account holder | $14,203 | $9,341+52.1% | $14,586-2.6% | $7,234+96.3% |