Filed March 20, 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 | $167,132 | $173,345-3.6% | $136,007+22.9% | $145,922+14.5% |
| Participation rate | 66.7% | 80.5%-13.8pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.80% | 1163.32%-1155.5pp | 579.32%-571.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,499 | $5,278-52.6% | $4,217-40.7% | $4,660-46.4% |
| Participant deferral / active EE | $3,330 | $8,699-61.7% | $7,025-52.6% | $6,688-50.2% |
| Admin fee / account holder | $932 | $9,954-90.6% | $6,858-86.4% | $13,397-93.0% |