Filed March 22, 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 | $36,626 | $48,364-24.3% | $71,796-49.0% | $62,891-41.8% |
| Participation rate | 60.5% | 60.6%-0.1pp | 69.1%-8.6pp | 69.3%-8.8pp |
| Annual return | 6.61% | 13.16%-6.5pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $370 | $1,042-64.5% | $1,924-80.8% | $2,281-83.8% |
| Participant deferral / active EE | $1,870 | $2,091-10.6% | $2,794-33.1% | $3,203-41.6% |
| Admin fee / account holder | $3,378 | $3,771-10.4% | $4,815-29.8% | $4,296-21.4% |