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 | $82,730 | $96,635-14.4% | $86,612-4.5% | $139,434-40.7% |
| Participation rate | 69.6% | 74.4%-4.8pp | 71.7%-2.1pp | 80.3%-10.8pp |
| Annual return | 17.74% | 106.41%-88.7pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,709 | $3,263-17.0% | $3,022-10.4% | $4,751-43.0% |
| Participant deferral / active EE | $7,519 | $4,836+55.5% | $4,438+69.4% | $6,710+12.1% |
| Admin fee / account holder | $16,642 | $6,408+159.7% | $5,614+196.4% | $11,403+46.0% |