Filed May 2, 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 | $51,632 | $53,053-2.7% | $126,539-59.2% | $74,304-30.5% |
| Participation rate | 32.0% | 48.0%-16.0pp | 69.8%-37.8pp | 60.3%-28.3pp |
| Annual return | 6.25% | 29.46%-23.2pp | 425.95%-419.7pp | 29.43%-23.2pp |
| Employer contribution / active EE | $264 | $1,168-77.4% | $3,674-92.8% | $2,241-88.2% |
| Participant deferral / active EE | $760 | $2,303-67.0% | $4,083-81.4% | $3,767-79.8% |
| Admin fee / account holder | $7,480 | $3,698+102.3% | $6,065+23.3% | $2,969+151.9% |