Filed January 22, 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 | $98,213 | $109,817-10.6% | $98,442-0.2% | $167,490-41.4% |
| Participation rate | 69.6% | 75.8%-6.3pp | 73.3%-3.8pp | 82.1%-12.5pp |
| Annual return | 12.87% | 1956.69%-1943.8pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,314 | $3,224-28.2% | $2,960-21.8% | $4,837-52.2% |
| Participant deferral / active EE | $5,075 | $4,673+8.6% | $4,276+18.7% | $6,341-20.0% |
| Admin fee / account holder | $15,036 | $6,753+122.7% | $5,949+152.7% | $12,309+22.2% |