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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,301 | $57,281-68.1% | $86,612-78.9% | $75,163-75.7% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 11.04% | 2670.75%-2659.7pp | 591.07%-580.0pp | 160.62%-149.6pp |
| Employer contribution / active EE | $465 | $2,314-79.9% | $3,022-84.6% | $2,670-82.6% |
| Participant deferral / active EE | $2,073 | $3,318-37.5% | $4,438-53.3% | $4,125-49.7% |
| Admin fee / account holder | $1,701 | $4,112-58.6% | $5,614-69.7% | $5,651-69.9% |