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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,250 | $91,037-47.0% | $71,671-32.7% | $147,584-67.3% |
| Participation rate | 55.6% | 76.1%-20.6pp | 68.7%-13.2pp | 82.8%-27.3pp |
| Annual return | 15.30% | 20.48%-5.2pp | 20.65%-5.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,080 | $3,327-67.5% | $2,460-56.1% | $4,876-77.8% |
| Participant deferral / active EE | $3,988 | $4,498-11.3% | $3,438+16.0% | $5,439-26.7% |
| Admin fee / account holder | $809 | $8,613-90.6% | $5,558-85.5% | $10,885-92.6% |