Filed September 19, 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 | $65,865 | $57,065+15.4% | $75,670-13.0% | $70,131-6.1% |
| Participation rate | 32.0% | 68.1%-36.1pp | 72.3%-40.3pp | 69.5%-37.5pp |
| Annual return | 15.86% | 23.57%-7.7pp | 27.34%-11.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,300 | $2,580-49.6% | $3,142-58.6% | $3,332-61.0% |
| Admin fee / account holder | $5,275 | $3,825+37.9% | $5,800-9.1% | $4,645+13.5% |