Filed December 16, 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 | $136,904 | $150,440-9.0% | $136,294+0.4% | $147,584-7.2% |
| Participation rate | 65.2% | 84.4%-19.2pp | 81.9%-16.7pp | 82.8%-17.6pp |
| Annual return | 25.82% | 1049.08%-1023.3pp | 5155.94%-5130.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,640 | $6,630+0.1% | $6,247+6.3% | $5,439+22.1% |
| Admin fee / account holder | $42,129 | $10,905+286.3% | $9,243+355.8% | $10,885+287.0% |