Filed October 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,693 | $85,515+4.9% | $112,040-19.9% | $67,986+31.9% |
| Participation rate | 60.8% | 68.2%-7.4pp | 76.5%-15.7pp | 57.2%+3.6pp |
| Annual return | 12.64% | 29.68%-17.0pp | 24.52%-11.9pp | 31.67%-19.0pp |
| Employer contribution / active EE | $72 | $2,191-96.7% | $2,954-97.6% | $2,019-96.4% |
| Participant deferral / active EE | $5,824 | $4,014+45.1% | $5,098+14.2% | $3,358+73.4% |
| Admin fee / account holder | $8,190 | $3,774+117.0% | $12,098-32.3% | $3,203+155.7% |