Filed January 1, 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 9-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 | $40,458 | $56,357-28.2% | $104,294-61.2% | $68,494-40.9% |
| Participation rate | 32.0% | 63.3%-31.3pp | 73.3%-41.3pp | 67.9%-35.9pp |
| Annual return | -17.27% | -9.19%-8.1pp | 24.61%-41.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,340 | $1,960-31.6% | $3,372-60.3% | $2,596-48.4% |
| Participant deferral / active EE | $2,376 | $3,077-22.8% | $4,625-48.6% | $4,027-41.0% |
| Admin fee / account holder | $5,097 | $4,903+4.0% | $7,339-30.5% | $5,403-5.7% |