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 | $39,161 | $85,790-54.4% | $67,313-41.8% | $135,375-71.1% |
| Participation rate | 68.8% | 76.5%-7.7pp | 69.1%-0.3pp | 82.6%-13.9pp |
| Annual return | -7.39% | -0.54%-6.9pp | -4.08%-3.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,542 | $3,487-55.8% | $2,566-39.9% | $4,779-67.7% |
| Participant deferral / active EE | $5,544 | $4,651+19.2% | $3,568+55.4% | $5,609-1.2% |
| Admin fee / account holder | $2,820 | $6,392-55.9% | $4,507-37.4% | $10,827-74.0% |