Filed July 1, 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 | $72,223 | $110,094-34.4% | $151,611-52.4% | $68,494+5.4% |
| Participation rate | 68.1% | 84.0%-15.9pp | 87.5%-19.4pp | 67.9%+0.2pp |
| Annual return | -9.30% | -10.12%+0.8pp | 3.33%-12.6pp | -7.84%-1.5pp |
| Employer contribution / active EE | $1,894 | $4,471-57.6% | $6,166-69.3% | $2,596-27.0% |
| Participant deferral / active EE | $3,866 | $6,527-40.8% | $8,363-53.8% | $4,027-4.0% |
| Admin fee / account holder | $17,380 | $7,719+125.2% | $11,616+49.6% | $5,403+221.7% |