Filed January 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,404 | $125,758+50.6% | $169,993+11.4% | $75,163+152.0% |
| Participation rate | 67.5% | 83.6%-16.1pp | 87.0%-19.5pp | 67.2%+0.3pp |
| Annual return | 8.31% | 27.20%-18.9pp | 53.37%-45.1pp | 160.62%-152.3pp |
| Employer contribution / active EE | $1,755 | $4,615-62.0% | $6,785-74.1% | $2,670-34.3% |
| Participant deferral / active EE | $3,602 | $6,837-47.3% | $10,408-65.4% | $4,125-12.7% |
| Admin fee / account holder | $14,941 | $8,173+82.8% | $12,815+16.6% | $5,651+164.4% |