Filed December 12, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,810 | $211,958+72.1% | $169,463+115.3% | $135,375+169.5% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | 0.45% | 3.26%-2.8pp | 1.83%-1.4pp | 519.73%-519.3pp |
| Employer contribution / active EE | $2,017 | $5,120-60.6% | $4,159-51.5% | $4,779-57.8% |
| Participant deferral / active EE | $14,219 | $6,075+134.1% | $5,277+169.5% | $5,609+153.5% |
| Admin fee / account holder | $303,371 | $11,471+2544.7% | $9,109+3230.4% | $10,827+2702.0% |