Filed August 5, 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 | $187,339 | $58,523+220.1% | $99,443+88.4% | $72,985+156.7% |
| Participation rate | 32.1% | 64.6%-32.6pp | 73.8%-41.8pp | 69.5%-37.4pp |
| Annual return | 22.26% | 28.51%-6.3pp | 30.72%-8.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $744 | $1,512-50.8% | $2,540-70.7% | $2,440-69.5% |
| Participant deferral / active EE | $1,463 | $2,606-43.9% | $3,619-59.6% | $3,607-59.5% |
| Admin fee / account holder | $23,260 | $4,102+467.0% | $6,250+272.1% | $5,124+353.9% |