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 | $112,023 | $65,561+70.9% | $86,188+30.0% | $75,163+49.0% |
| Participation rate | 56.8% | 60.5%-3.7pp | 69.0%-12.1pp | 67.2%-10.4pp |
| Annual return | 17.50% | 46.05%-28.6pp | 1168.45%-1150.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $552 | $1,553-64.4% | $2,380-76.8% | $2,670-79.3% |
| Participant deferral / active EE | $3,638 | $3,024+20.3% | $3,985-8.7% | $4,125-11.8% |
| Admin fee / account holder | $2,131 | $5,474-61.1% | $6,852-68.9% | $5,651-62.3% |