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 | $89,894 | $62,573+43.7% | $85,682+4.9% | $85,850+4.7% |
| Participation rate | 39.3% | 61.1%-21.9pp | 69.9%-30.6pp | 69.3%-30.0pp |
| Annual return | 12.29% | 23.77%-11.5pp | 21.49%-9.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $848 | $1,757-51.7% | $2,618-67.6% | $2,565-66.9% |
| Participant deferral / active EE | $2,374 | $2,802-15.3% | $3,923-39.5% | $3,952-39.9% |
| Admin fee / account holder | $10,303 | $4,640+122.0% | $6,873+49.9% | $6,260+64.6% |