Filed February 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,335 | $73,004-11.9% | $90,749-29.1% | $68,494-6.1% |
| Participation rate | 43.9% | 70.8%-26.9pp | 75.7%-31.8pp | 67.9%-23.9pp |
| Annual return | -23.13% | -13.81%-9.3pp | -12.16%-11.0pp | -7.84%-15.3pp |
| Employer contribution / active EE | $125 | $2,193-94.3% | $2,921-95.7% | $2,596-95.2% |
| Participant deferral / active EE | $1,854 | $3,627-48.9% | $4,564-59.4% | $4,027-54.0% |
| Admin fee / account holder | $16,275 | $5,896+176.0% | $8,445+92.7% | $5,403+201.2% |