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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,237 | $66,402+200.0% | $109,895+81.3% | $85,850+132.1% |
| Participation rate | 28.3% | 63.9%-35.5pp | 74.2%-45.9pp | 69.3%-41.0pp |
| Annual return | 10.07% | 19.59%-9.5pp | 29.45%-19.4pp | 318.53%-308.5pp |
| Employer contribution / active EE | $708 | $1,687-58.0% | $2,842-75.1% | $2,565-72.4% |
| Participant deferral / active EE | $1,533 | $2,842-46.1% | $4,048-62.1% | $3,952-61.2% |
| Admin fee / account holder | $9,572 | $4,557+110.0% | $6,066+57.8% | $6,260+52.9% |