Filed June 20, 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 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 | $197,891 | $47,848+313.6% | $81,478+142.9% | $70,131+182.2% |
| Participation rate | 31.7% | 58.3%-26.6pp | 68.0%-36.3pp | 69.5%-37.8pp |
| Annual return | 16.92% | 27.25%-10.3pp | 38.78%-21.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,280 | $1,527-16.2% | $2,568-50.1% | $2,342-45.3% |
| Participant deferral / active EE | $1,953 | $2,453-20.4% | $3,537-44.8% | $3,332-41.4% |
| Admin fee / account holder | $743 | $3,145-76.4% | $4,561-83.7% | $4,645-84.0% |