Filed March 24, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,474 | $65,703-21.7% | $94,224-45.4% | $59,632-13.7% |
| Participation rate | 68.2% | 72.1%-3.9pp | 78.8%-10.6pp | 68.7%-0.5pp |
| Annual return | -2.51% | 5.22%-7.7pp | 10.68%-13.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $181 | $2,021-91.0% | $3,587-94.9% | $2,203-91.8% |
| Participant deferral / active EE | $3,341 | $3,143+6.3% | $4,320-22.7% | $3,192+4.7% |
| Admin fee / account holder | $10,642 | $4,264+149.6% | $6,269+69.8% | $4,297+147.7% |