Filed January 2, 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 | $31,443 | $77,813-59.6% | $123,544-74.5% | $64,186-51.0% |
| Participation rate | 59.6% | 74.7%-15.1pp | 82.3%-22.6pp | 69.6%-9.9pp |
| Annual return | -2.49% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $2,403 | $3,014-20.3% | $4,628-48.1% | $2,381+0.9% |
| Participant deferral / active EE | $3,569 | $5,240-31.9% | $6,426-44.5% | $3,470+2.9% |
| Admin fee / account holder | $24,945 | $5,519+352.0% | $9,284+168.7% | $4,888+410.3% |