Filed December 26, 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 | $39,440 | $56,199-29.8% | $67,652-41.7% | $59,632-33.9% |
| Participation rate | 69.2% | 71.5%-2.2pp | 75.7%-6.4pp | 68.7%+0.6pp |
| Annual return | 19.83% | 18505.31%-18485.5pp | 6625.04%-6605.2pp | 2041.28%-2021.5pp |
| Employer contribution / active EE | $457 | $1,614-71.7% | $2,266-79.8% | $2,203-79.3% |
| Participant deferral / active EE | $1,423 | $2,844-49.9% | $3,560-60.0% | $3,192-55.4% |
| Admin fee / account holder | $3,986 | $3,958+0.7% | $4,821-17.3% | $4,297-7.2% |