Filed August 20, 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 | $37,248 | $67,411-44.7% | $91,001-59.1% | $70,131-46.9% |
| Participation rate | 64.9% | 71.4%-6.5pp | 75.6%-10.7pp | 69.5%-4.7pp |
| Annual return | 17.57% | -40.16%+57.7pp | 4.60%+13.0pp | 73.14%-55.6pp |
| Employer contribution / active EE | $903 | $1,786-49.4% | $2,456-63.2% | $2,342-61.4% |
| Participant deferral / active EE | $1,763 | $2,823-37.5% | $3,547-50.3% | $3,332-47.1% |
| Admin fee / account holder | $632 | $4,236-85.1% | $5,417-88.3% | $4,645-86.4% |