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 | $26,401 | $54,705-51.7% | $71,209-62.9% | $84,808-68.9% |
| Participation rate | 35.0% | 64.1%-29.1pp | 73.8%-38.8pp | 68.3%-33.3pp |
| Annual return | 11.43% | 35.90%-24.5pp | 282.51%-271.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $485 | $2,158-77.5% | $2,721-82.2% | $2,631-81.6% |
| Participant deferral / active EE | $2,149 | $3,030-29.1% | $4,175-48.5% | $4,212-49.0% |
| Admin fee / account holder | $5,033 | $4,863+3.5% | $5,349-5.9% | $7,344-31.5% |