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 | $189,146 | $42,383+346.3% | $76,523+147.2% | $64,186+194.7% |
| Participation rate | 30.2% | 58.1%-27.9pp | 68.0%-37.8pp | 69.6%-39.3pp |
| Annual return | -8.52% | -16.54%+8.0pp | -0.27%-8.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,263 | $1,563-19.2% | $2,647-52.3% | $2,381-47.0% |
| Participant deferral / active EE | $2,023 | $2,566-21.2% | $3,835-47.3% | $3,470-41.7% |
| Admin fee / account holder | $4,069 | $3,198+27.3% | $4,848-16.1% | $4,888-16.7% |