Filed November 27, 1995 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,116 | $101,317-15.0% | $146,958-41.4% | $74,495+15.6% |
| Participation rate | 47.3% | 75.5%-28.2pp | 82.2%-34.8pp | 67.2%-19.9pp |
| Annual return | 11.75% | 8730.91%-8719.2pp | 418.34%-406.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,583 | $3,810-58.5% | $4,933-67.9% | $2,623-39.7% |
| Participant deferral / active EE | $3,108 | $7,303-57.4% | $8,070-61.5% | $4,346-28.5% |
| Admin fee / account holder | $11,496 | $1,739+561.1% | $12,998-11.6% | $1,942+492.1% |