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 | $99,628 | $56,053+77.7% | $75,972+31.1% | $80,856+23.2% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 16.23% | 20.53%-4.3pp | 359.55%-343.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,250 | $1,874-33.3% | $2,685-53.4% | $2,755-54.6% |
| Participant deferral / active EE | $2,657 | $3,052-12.9% | $4,255-37.6% | $4,296-38.1% |
| Admin fee / account holder | $391 | $5,234-92.5% | $6,467-94.0% | $6,918-94.4% |