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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,381 | $98,750-53.0% | $149,696-69.0% | $79,858-41.9% |
| Participation rate | 53.4% | 75.8%-22.3pp | 82.5%-29.0pp | 69.6%-16.2pp |
| Annual return | -3.43% | 27.43%-30.9pp | 276.60%-280.0pp | 31.71%-35.1pp |
| Employer contribution / active EE | $2,407 | $3,216-25.2% | $4,644-48.2% | $2,471-2.6% |
| Participant deferral / active EE | $4,061 | $5,680-28.5% | $6,842-40.6% | $3,740+8.6% |
| Admin fee / account holder | $5,665 | $6,053-6.4% | $9,309-39.1% | $5,306+6.8% |