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 | $245,739 | $43,723+462.0% | $121,196+102.8% | $64,186+282.9% |
| Participation rate | 49.2% | 58.3%-9.1pp | 71.7%-22.5pp | 69.6%-20.3pp |
| Annual return | -6.55% | 68.91%-75.5pp | 16.93%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $437 | $1,296-66.3% | $4,022-89.1% | $2,381-81.6% |
| Participant deferral / active EE | $1,707 | $2,280-25.1% | $3,344-49.0% | $3,470-50.8% |
| Admin fee / account holder | $24,684 | $3,501+605.0% | $5,019+391.8% | $4,888+405.0% |