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 | $62,720 | $55,706+12.6% | $75,886-17.4% | $72,985-14.1% |
| Participation rate | 44.0% | 61.1%-17.1pp | 69.3%-25.3pp | 69.5%-25.5pp |
| Annual return | 27.21% | 27.59%-0.4pp | 30.76%-3.5pp | 81.00%-53.8pp |
| Employer contribution / active EE | $926 | $1,687-45.1% | $2,500-63.0% | $2,440-62.1% |
| Participant deferral / active EE | $2,382 | $2,634-9.6% | $3,603-33.9% | $3,607-34.0% |
| Admin fee / account holder | $815 | $3,978-79.5% | $5,418-85.0% | $5,124-84.1% |