Filed March 14, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,032 | $95,453+9.0% | $112,040-7.1% | $82,448+26.2% |
| Participation rate | 49.4% | 72.8%-23.4pp | 76.5%-27.1pp | 68.1%-18.7pp |
| Annual return | 13.98% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,795 | $2,318-22.6% | $2,954-39.2% | $2,551-29.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,275 | $9,013-30.4% | $12,098-48.1% | $7,234-13.3% |