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 | $108,701 | $109,413-0.7% | $156,263-30.4% | $84,808+28.2% |
| Participation rate | 63.7% | 72.7%-9.0pp | 78.9%-15.2pp | 68.3%-4.6pp |
| Annual return | 15.69% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,691 | $2,907-41.8% | $4,333-61.0% | $2,631-35.7% |
| Participant deferral / active EE | $8,027 | $4,590+74.9% | $6,158+30.3% | $4,212+90.6% |
| Admin fee / account holder | $9,695 | $9,357+3.6% | $14,255-32.0% | $7,344+32.0% |