Filed March 12, 1997
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 | $45,167 | $93,346-51.6% | $71,796-37.1% | $273,961-83.5% |
| Participation rate | 47.1% | 76.5%-29.5pp | 69.1%-22.1pp | 83.0%-36.0pp |
| Annual return | -1.91% | 130.39%-132.3pp | 78.04%-79.9pp | 41.45%-43.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,002 | $3,475-13.6% | $2,794+7.4% | $5,287-43.2% |
| Admin fee / account holder | $7,328 | $6,571+11.5% | $4,815+52.2% | $10,132-27.7% |