Filed May 22, 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 4-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 | $27,874 | $75,828-63.2% | $147,614-81.1% | $59,632-53.3% |
| Participation rate | 22.4% | 71.6%-49.1pp | 84.6%-62.2pp | 68.7%-46.2pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,096 | $3,130-65.0% | $4,895-77.6% | $3,192-65.7% |
| Admin fee / account holder | $1,687 | $5,985-71.8% | $11,611-85.5% | $4,297-60.7% |