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 | $356,447 | $54,762+550.9% | $90,281+294.8% | $72,985+388.4% |
| Participation rate | 60.0% | 65.1%-5.1pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 21.87% | 30.63%-8.8pp | 78.10%-56.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $18,141 | $2,092+766.9% | $2,854+535.5% | $2,440+643.5% |
| Participant deferral / active EE | $10,683 | $2,887+270.0% | $3,885+175.0% | $3,607+196.1% |
| Admin fee / account holder | $3,395 | $3,972-14.5% | $5,351-36.6% | $5,124-33.7% |