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 | $198,834 | $46,869+324.2% | $122,332+62.5% | $70,131+183.5% |
| Participation rate | 51.6% | 58.2%-6.6pp | 71.6%-20.1pp | 69.5%-18.0pp |
| Annual return | 14.04% | 24.22%-10.2pp | 30.27%-16.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $420 | $1,288-67.4% | $4,050-89.6% | $2,342-82.1% |
| Participant deferral / active EE | $2,100 | $2,166-3.1% | $3,287-36.1% | $3,332-37.0% |
| Admin fee / account holder | $7,482 | $3,322+125.2% | $5,478+36.6% | $4,645+61.1% |