Filed May 25, 1995
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 | $82,371 | $65,685+25.4% | $57,179+44.1% | $273,961-69.9% |
| Participation rate | 27.3% | 78.3%-51.1pp | 75.3%-48.1pp | 83.0%-55.7pp |
| Annual return | 2.02% | 21.99%-20.0pp | 14.59%-12.6pp | 41.45%-39.4pp |
| Employer contribution / active EE | $654 | $3,279-80.1% | $2,682-75.6% | $4,869-86.6% |
| Participant deferral / active EE | $4,100 | $3,782+8.4% | $3,096+32.4% | $5,287-22.5% |
| Admin fee / account holder | $92,963 | $4,835+1822.9% | $3,139+2861.6% | $10,132+817.5% |