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 | $95,803+8.6% | $113,168-8.1% | $84,808+22.7% |
| Participation rate | 49.4% | 72.9%-23.5pp | 76.6%-27.2pp | 68.3%-18.9pp |
| Annual return | 13.98% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,795 | $2,360-23.9% | $2,975-39.7% | $2,631-31.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,275 | $8,989-30.2% | $12,068-48.0% | $7,344-14.5% |