Filed December 29, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,043 | $53,127+472.3% | $86,590+251.1% | $70,131+333.5% |
| Participation rate | 69.0% | 65.3%+3.7pp | 73.5%-4.5pp | 69.5%-0.5pp |
| Annual return | 14.65% | 27.66%-13.0pp | 964.84%-950.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $15,697 | $2,068+659.0% | $2,839+452.9% | $2,342+570.1% |
| Participant deferral / active EE | $9,599 | $2,696+256.1% | $3,609+166.0% | $3,332+188.1% |
| Admin fee / account holder | $37,609 | $3,585+948.9% | $4,906+666.7% | $4,645+709.6% |