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 | $83,273 | $125,758-33.8% | $169,993-51.0% | $75,163+10.8% |
| Participation rate | 63.0% | 83.6%-20.6pp | 87.0%-24.0pp | 67.2%-4.2pp |
| Annual return | 15.44% | 27.20%-11.8pp | 53.37%-37.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,634 | $4,615-64.6% | $6,785-75.9% | $2,670-38.8% |
| Participant deferral / active EE | $3,559 | $6,837-47.9% | $10,408-65.8% | $4,125-13.7% |
| Admin fee / account holder | $793 | $8,173-90.3% | $12,815-93.8% | $5,651-86.0% |