Filed December 29, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,049 | $297,529-69.1% | $246,525-62.7% | $357,791-74.3% |
| Participation rate | 58.3% | 86.5%-28.2pp | 82.0%-23.6pp | 85.6%-27.3pp |
| Annual return | 15.87% | -2.25%+18.1pp | 0.46%+15.4pp | 396.79%-380.9pp |
| Employer contribution / active EE | $4,904 | $8,709-43.7% | $7,467-34.3% | $7,508-34.7% |
| Participant deferral / active EE | $8,419 | $6,076+38.6% | $5,422+55.3% | $5,521+52.5% |
| Admin fee / account holder | $951 | $16,212-94.1% | $16,551-94.3% | $28,387-96.7% |