Filed February 16, 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 | $36,369 | $83,337-56.4% | $67,834-46.4% | $273,961-86.7% |
| Participation rate | 68.4% | 76.4%-8.0pp | 68.8%-0.4pp | 83.0%-14.6pp |
| Annual return | 5.87% | 259.45%-253.6pp | 138.47%-132.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $876 | $3,287-73.4% | $2,403-63.6% | $4,869-82.0% |
| Participant deferral / active EE | $3,244 | $4,088-20.6% | $3,160+2.7% | $5,287-38.6% |
| Admin fee / account holder | $2,748 | $6,752-59.3% | $4,622-40.6% | $10,132-72.9% |