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 | $87,870+2.1% | $113,168-20.7% | $74,304+20.7% |
| Participation rate | 60.8% | 70.7%-10.0pp | 76.6%-15.8pp | 60.3%+0.4pp |
| Annual return | 12.64% | 26.44%-13.8pp | 24.27%-11.6pp | 29.43%-16.8pp |
| Employer contribution / active EE | $72 | $2,277-96.8% | $2,975-97.6% | $2,241-96.8% |
| Participant deferral / active EE | $5,824 | $4,241+37.3% | $5,107+14.0% | $3,767+54.6% |
| Admin fee / account holder | $8,190 | $3,368+143.2% | $12,068-32.1% | $2,969+175.9% |