Filed October 1, 1996
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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,766 | $165,984-96.5% | $164,813-96.5% | $145,922-96.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 2.29% | 100.03%-97.7pp | 69.93%-67.6pp | 561.29%-559.0pp |
| Employer contribution / active EE | $1,857 | $5,273-64.8% | $4,341-57.2% | $4,660-60.1% |
| Participant deferral / active EE | $6,966 | $6,959+0.1% | $6,031+15.5% | $6,688+4.2% |
| Admin fee / account holder | $953,774 | $16,648+5629.1% | $12,690+7416.0% | $13,397+7019.3% |