Filed April 26, 1995
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 | $55,347 | $78,705-29.7% | $117,854-53.0% | $70,131-21.1% |
| Participation rate | 59.6% | 73.2%-13.6pp | 79.7%-20.0pp | 69.5%-9.9pp |
| Annual return | 13.71% | 23.30%-9.6pp | 335.08%-321.4pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,326 | $2,223-40.4% | $3,786-65.0% | $2,342-43.4% |
| Participant deferral / active EE | $1,746 | $3,297-47.1% | $4,482-61.1% | $3,332-47.6% |
| Admin fee / account holder | $9,111 | $5,065+79.9% | $8,020+13.6% | $4,645+96.1% |