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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,219 | $138,044+19.7% | $125,339+31.8% | $134,475+22.9% |
| Participation rate | 21.1% | 84.5%-63.4pp | 82.4%-61.3pp | 81.2%-60.2pp |
| Annual return | -23.25% | 750.33%-773.6pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,031 | $7,799-61.1% | $7,446-59.3% | $6,400-52.6% |
| Admin fee / account holder | $47,916 | $11,571+314.1% | $10,010+378.7% | $11,426+319.4% |