Filed January 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 | $86,551 | $90,600-4.5% | $79,464+8.9% | $135,375-36.1% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -1.02% | 977.43%-978.5pp | 718.14%-719.2pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,042 | $3,068-66.0% | $2,800-62.8% | $4,779-78.2% |
| Participant deferral / active EE | $1,690 | $4,050-58.3% | $3,704-54.4% | $5,609-69.9% |
| Admin fee / account holder | $7,153 | $5,907+21.1% | $5,113+39.9% | $10,827-33.9% |