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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $204,210 | $93,571+118.2% | $135,903+50.3% | $75,163+171.7% |
| Participation rate | 13.8% | 75.2%-61.4pp | 81.9%-68.1pp | 67.2%-53.4pp |
| Annual return | 24.03% | 30.90%-6.9pp | 68.23%-44.2pp | 160.62%-136.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,581 | $6,404-75.3% | $7,758-79.6% | $4,125-61.7% |
| Admin fee / account holder | $3,272 | $6,975-53.1% | $10,762-69.6% | $5,651-42.1% |