Filed November 16, 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 | $46,065 | $52,580-12.4% | $71,671-35.7% | $70,131-34.3% |
| Participation rate | 34.6% | 60.9%-26.3pp | 68.7%-34.1pp | 69.5%-34.9pp |
| Annual return | 12.43% | 20.25%-7.8pp | 20.65%-8.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $820 | $1,616-49.3% | $2,460-66.7% | $2,342-65.0% |
| Participant deferral / active EE | $2,321 | $2,386-2.7% | $3,438-32.5% | $3,332-30.3% |
| Admin fee / account holder | $18,721 | $3,653+412.5% | $5,558+236.8% | $4,645+303.0% |