Filed December 1, 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 | $42,910 | $133,958-68.0% | $112,228-61.8% | $134,475-68.1% |
| Participation rate | 47.8% | 78.6%-30.7pp | 75.1%-27.2pp | 81.2%-33.4pp |
| Annual return | -6.57% | 47.11%-53.7pp | 27.45%-34.0pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,071 | $4,038-73.5% | $3,635-70.5% | $4,740-77.4% |
| Participant deferral / active EE | $2,171 | $5,291-59.0% | $4,728-54.1% | $6,400-66.1% |
| Admin fee / account holder | $1,372 | $7,489-81.7% | $6,410-78.6% | $11,426-88.0% |