Filed May 30, 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.
Employer 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 | $44,624 | $41,377+7.8% | $109,313-59.2% | $62,891-29.0% |
| Participation rate | 49.0% | 57.5%-8.5pp | 71.3%-22.2pp | 69.3%-20.3pp |
| Annual return | 5.89% | 11.05%-5.2pp | 22.07%-16.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,118 | $2,045-45.4% | $3,166-64.7% | $3,203-65.1% |
| Admin fee / account holder | $568 | $2,884-80.3% | $5,666-90.0% | $4,296-86.8% |