Filed May 30, 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 | $84,460 | $81,900+3.1% | $119,609-29.4% | $68,494+23.3% |
| Participation rate | 60.8% | 71.9%-11.1pp | 79.3%-18.5pp | 67.9%-7.1pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,290 | $2,693-52.1% | $4,232-69.5% | $2,596-50.3% |
| Participant deferral / active EE | $6,103 | $4,148+47.1% | $5,602+8.9% | $4,027+51.5% |
| Admin fee / account holder | $7,543 | $6,582+14.6% | $10,323-26.9% | $5,403+39.6% |