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 | $85,768 | $51,175+67.6% | $70,515+21.6% | $75,163+14.1% |
| Participation rate | 44.4% | 60.9%-16.5pp | 68.3%-23.9pp | 67.2%-22.7pp |
| Annual return | 19.88% | 30.02%-10.1pp | 32.77%-12.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $913 | $1,826-50.0% | $2,973-69.3% | $2,670-65.8% |
| Participant deferral / active EE | $2,018 | $2,849-29.2% | $4,567-55.8% | $4,125-51.1% |
| Admin fee / account holder | $1,320 | $4,091-67.7% | $6,412-79.4% | $5,651-76.6% |