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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,109 | $48,265+41.1% | $68,791-1.0% | $68,494-0.6% |
| Participation rate | 46.2% | 60.7%-14.5pp | 69.0%-22.9pp | 67.9%-21.7pp |
| Annual return | -20.32% | -12.71%-7.6pp | -6.38%-13.9pp | -7.84%-12.5pp |
| Employer contribution / active EE | $937 | $1,829-48.8% | $2,655-64.7% | $2,596-63.9% |
| Participant deferral / active EE | $2,275 | $2,867-20.6% | $3,941-42.3% | $4,027-43.5% |
| Admin fee / account holder | $10,053 | $4,355+130.8% | $4,932+103.8% | $5,403+86.1% |