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 | $168,641 | $86,944+94.0% | $107,525+56.8% | $74,304+127.0% |
| Participation rate | 39.4% | 59.6%-20.1pp | 75.1%-35.6pp | 60.3%-20.9pp |
| Annual return | 9.50% | 23.52%-14.0pp | 181.32%-171.8pp | 29.43%-19.9pp |
| Employer contribution / active EE | $1,773 | $2,757-35.7% | $3,754-52.8% | $2,241-20.9% |
| Participant deferral / active EE | $3,655 | $3,554+2.8% | $5,116-28.6% | $3,767-3.0% |
| Admin fee / account holder | $21,088 | $3,727+465.9% | $8,919+136.4% | $2,969+610.3% |