Filed April 10, 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 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,878 | $82,978+96.3% | $129,995+25.3% | $71,457+127.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 78.5%-11.8pp | 67.9%-1.3pp |
| Annual return | 14.16% | 20.60%-6.4pp | -137.18%+151.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,946 | $4,432-33.5% | $5,820-49.4% | $4,289-31.3% |
| Admin fee / account holder | $6,899 | $1,729+299.0% | $10,614-35.0% | $1,587+334.6% |