Filed April 21, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,131 | $65,041+27.8% | $90,951-8.6% | $79,858+4.1% |
| Participation rate | 46.7% | 61.6%-14.9pp | 69.0%-22.3pp | 69.6%-23.0pp |
| Annual return | 21.42% | 30.45%-9.0pp | 134.60%-113.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $250 | $1,247-80.0% | $2,122-88.2% | $2,471-89.9% |
| Participant deferral / active EE | $1,666 | $2,512-33.7% | $3,373-50.6% | $3,740-55.5% |
| Admin fee / account holder | $8,190 | $4,536+80.6% | $5,959+37.5% | $5,306+54.3% |