Filed June 12, 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 | $128,084 | $54,705+134.1% | $71,209+79.9% | $84,808+51.0% |
| Participation rate | 67.9% | 64.1%+3.9pp | 73.8%-5.8pp | 68.3%-0.4pp |
| Annual return | 15.03% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,438 | $2,158+13.0% | $2,721-10.4% | $2,631-7.3% |
| Participant deferral / active EE | $3,185 | $3,030+5.1% | $4,175-23.7% | $4,212-24.4% |
| Admin fee / account holder | $7,390 | $4,863+51.9% | $5,349+38.2% | $7,344+0.6% |