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.
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 | $94,893 | $70,428+34.7% | $96,562-1.7% | $85,850+10.5% |
| Participation rate | 48.9% | 61.8%-12.9pp | 69.8%-20.9pp | 69.3%-20.4pp |
| Annual return | 13.73% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $314 | $1,413-77.8% | $2,356-86.7% | $2,565-87.7% |
| Participant deferral / active EE | $2,588 | $2,894-10.6% | $3,849-32.8% | $3,952-34.5% |
| Admin fee / account holder | $1,197 | $4,997-76.1% | $6,181-80.6% | $6,260-80.9% |