Filed June 29, 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 | $65,546 | $52,836+24.1% | $105,738-38.0% | $64,186+2.1% |
| Participation rate | 55.0% | 66.5%-11.5pp | 76.3%-21.3pp | 69.6%-14.6pp |
| Annual return | -4.83% | 14.30%-19.1pp | 6.27%-11.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,397 | $2,545+33.5% | $4,080-16.7% | $3,470-2.1% |
| Admin fee / account holder | $2,646 | $3,959-33.2% | $6,913-61.7% | $4,888-45.9% |