Filed March 3, 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 | $26,299 | $39,245-33.0% | $64,105-59.0% | $52,331-49.7% |
| Participation rate | 69.1% | 58.2%+10.9pp | 68.2%+0.9pp | 68.1%+1.0pp |
| Annual return | -0.18% | 14.79%-15.0pp | 791.24%-791.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $444 | $736-39.7% | $1,820-75.6% | $1,882-76.4% |
| Participant deferral / active EE | $2,202 | $1,992+10.6% | $2,822-22.0% | $3,022-27.1% |
| Admin fee / account holder | $5,667 | $592+856.4% | $4,499+25.9% | $592+857.9% |