Filed April 11, 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 | $52,843 | $57,281-7.7% | $86,612-39.0% | $75,163-29.7% |
| Participation rate | 58.8% | 63.2%-4.4pp | 71.7%-12.9pp | 67.2%-8.4pp |
| Annual return | 14.11% | 2670.75%-2656.6pp | 591.07%-577.0pp | 160.62%-146.5pp |
| Employer contribution / active EE | $310 | $2,314-86.6% | $3,022-89.7% | $2,670-88.4% |
| Participant deferral / active EE | $1,662 | $3,318-49.9% | $4,438-62.5% | $4,125-59.7% |
| Admin fee / account holder | $6,126 | $4,112+49.0% | $5,614+9.1% | $5,651+8.4% |