Filed April 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,909 | $80,724+110.5% | $103,333+64.4% | $74,495+128.1% |
| Participation rate | 39.4% | 65.7%-26.3pp | 74.5%-35.1pp | 67.2%-27.8pp |
| Annual return | 9.24% | 27.56%-18.3pp | 24.88%-15.6pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $1,753 | $3,157-44.5% | $3,868-54.7% | $2,623-33.2% |
| Participant deferral / active EE | $3,533 | $3,860-8.5% | $5,057-30.2% | $4,346-18.7% |
| Admin fee / account holder | $6,297 | $2,368+165.9% | $8,355-24.6% | $1,942+224.3% |