Filed February 28, 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 | $75,834 | $165,912-54.3% | $122,332-38.0% | $147,584-48.6% |
| Participation rate | 58.8% | 79.6%-20.8pp | 71.6%-12.8pp | 82.8%-24.0pp |
| Annual return | 20.80% | 34.55%-13.8pp | 30.27%-9.5pp | 578.55%-557.8pp |
| Employer contribution / active EE | $358 | $5,754-93.8% | $4,050-91.2% | $4,876-92.7% |
| Participant deferral / active EE | $2,237 | $4,005-44.2% | $3,287-31.9% | $5,439-58.9% |
| Admin fee / account holder | $1,909 | $7,424-74.3% | $5,478-65.1% | $10,885-82.5% |