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 | $246,953 | $172,478+43.2% | $145,661+69.5% | $142,382+73.4% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 15.89% | 151.09%-135.2pp | 101.46%-85.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,014 | $4,899-18.1% | $4,238-5.3% | $4,299-6.6% |
| Participant deferral / active EE | $3,782 | $8,348-54.7% | $7,198-47.5% | $6,507-41.9% |
| Admin fee / account holder | $2,324 | $16,864-86.2% | $12,466-81.4% | $12,624-81.6% |