Filed February 29, 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 | $69,192 | $53,516+29.3% | $126,539-45.3% | $84,808-18.4% |
| Participation rate | 8.2% | 58.2%-50.1pp | 69.8%-61.7pp | 68.3%-60.1pp |
| Annual return | 15.15% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $374 | $2,671-86.0% | $4,083-90.8% | $4,212-91.1% |
| Admin fee / account holder | $17,746 | $4,497+294.7% | $6,065+192.6% | $7,344+141.6% |