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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,901 | $71,050+49.1% | $93,606+13.1% | $80,856+31.0% |
| Participation rate | 57.5% | 60.4%-2.9pp | 68.7%-11.2pp | 67.6%-10.1pp |
| Annual return | -1.13% | 11.26%-12.4pp | 133.20%-134.3pp | 35.59%-36.7pp |
| Employer contribution / active EE | $498 | $1,564-68.1% | $2,420-79.4% | $2,755-81.9% |
| Participant deferral / active EE | $3,388 | $4,034-16.0% | $4,411-23.2% | $4,296-21.1% |
| Admin fee / account holder | $28,987 | $6,945+317.4% | $8,285+249.9% | $6,918+319.0% |