Filed March 5, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,186 | $69,977+103.2% | $108,579+31.0% | $62,891+126.1% |
| Participation rate | 33.3% | 72.9%-39.6pp | 79.6%-46.2pp | 69.3%-36.0pp |
| Annual return | 6.53% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,988 | $2,135-6.9% | $3,758-47.1% | $2,281-12.8% |
| Participant deferral / active EE | $3,471 | $3,165+9.7% | $4,311-19.5% | $3,203+8.4% |
| Admin fee / account holder | $9,712 | $5,076+91.3% | $7,645+27.0% | $4,296+126.1% |