Filed August 1, 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 | $18,512 | $54,350-65.9% | $82,719-77.6% | $68,494-73.0% |
| Participation rate | 44.1% | 63.9%-19.8pp | 72.6%-28.4pp | 67.9%-23.8pp |
| Annual return | -19.20% | -13.67%-5.5pp | 701.18%-720.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $495 | $2,218-77.7% | $3,009-83.5% | $2,596-80.9% |
| Participant deferral / active EE | $2,391 | $3,246-26.4% | $4,395-45.6% | $4,027-40.6% |
| Admin fee / account holder | $1,722 | $4,395-60.8% | $5,329-67.7% | $5,403-68.1% |