Filed February 21, 1997 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $583 | $138,347-99.6% | $184,203-99.7% | $80,856-99.3% |
| Participation rate | 3.8% | 83.9%-80.1pp | 86.8%-83.0pp | 67.6%-63.9pp |
| Annual return | -97.27% | 20.02%-117.3pp | 28.81%-126.1pp | 35.59%-132.9pp |
| Employer contribution / active EE | $2,049 | $4,850-57.8% | $6,427-68.1% | $2,755-25.6% |
| Participant deferral / active EE | $4,979 | $7,071-29.6% | $9,131-45.5% | $4,296+15.9% |
| Admin fee / account holder | $276,221 | $10,483+2534.8% | $13,901+1887.1% | $6,918+3892.8% |