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 | $77,540 | $92,703-16.4% | $82,719-6.3% | $134,475-42.3% |
| Participation rate | 69.6% | 75.2%-5.6pp | 72.6%-3.0pp | 81.2%-11.7pp |
| Annual return | -17.39% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,561 | $3,274-21.8% | $3,009-14.9% | $4,740-46.0% |
| Participant deferral / active EE | $5,935 | $4,802+23.6% | $4,395+35.0% | $6,400-7.3% |
| Admin fee / account holder | $4,665 | $5,983-22.0% | $5,329-12.5% | $11,426-59.2% |