Filed May 15, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,123 | $59,402-12.3% | $93,654-44.3% | $74,546-30.1% |
| Participation rate | 27.9% | 59.7%-31.8pp | 68.7%-40.9pp | 67.2%-39.3pp |
| Annual return | 12.96% | 81.86%-68.9pp | 133.34%-120.4pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,765 | $3,049-42.1% | $4,413-60.0% | $4,347-59.4% |
| Admin fee / account holder | $1,218 | $3,023-59.7% | $8,282-85.3% | $1,944-37.3% |