Filed January 15, 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 | $32,899 | $97,757-66.3% | $83,848-60.8% | $135,375-75.7% |
| Participation rate | 43.8% | 80.0%-36.2pp | 76.1%-32.4pp | 82.6%-38.9pp |
| Annual return | -8.83% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,027 | $4,222-52.0% | $3,631-44.2% | $4,779-57.6% |
| Participant deferral / active EE | $3,400 | $4,682-27.4% | $4,082-16.7% | $5,609-39.4% |
| Admin fee / account holder | $4,999 | $6,674-25.1% | $5,478-8.8% | $10,827-53.8% |