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 | $280,382 | $226,064+24.0% | $182,532+53.6% | $152,861+83.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 17.05% | 192.51%-175.5pp | 148.54%-131.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,321 | $4,978-53.4% | $4,076-43.0% | $4,762-51.3% |
| Participant deferral / active EE | $15,181 | $6,368+138.4% | $5,524+174.8% | $5,850+159.5% |
| Admin fee / account holder | $318,213 | $10,703+2873.1% | $8,592+3603.6% | $11,596+2644.1% |