Filed May 16, 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 | $219,844 | $41,377+431.3% | $109,313+101.1% | $62,891+249.6% |
| Participation rate | 63.8% | 57.5%+6.3pp | 71.3%-7.5pp | 69.3%-5.5pp |
| Annual return | 7.48% | 11.05%-3.6pp | 22.07%-14.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $565 | $1,276-55.8% | $3,892-85.5% | $2,281-75.2% |
| Participant deferral / active EE | $2,638 | $2,045+29.0% | $3,166-16.7% | $3,203-17.6% |
| Admin fee / account holder | $21,850 | $2,884+657.7% | $5,666+285.6% | $4,296+408.7% |