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 | $38,535 | $69,518-44.6% | $59,878-35.6% | $135,375-71.5% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.7%-51.6pp | 82.6%-59.6pp |
| Annual return | 1.09% | 7.94%-6.9pp | 3.46%-2.4pp | 519.73%-518.6pp |
| Employer contribution / active EE | $801 | $3,235-75.2% | $2,722-70.6% | $4,779-83.2% |
| Participant deferral / active EE | $4,577 | $4,206+8.8% | $3,402+34.5% | $5,609-18.4% |
| Admin fee / account holder | $65,111 | $5,734+1035.4% | $3,590+1713.5% | $10,827+501.4% |