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 | $186,614 | $61,774+202.1% | $97,226+91.9% | $80,856+130.8% |
| Participation rate | 35.9% | 63.5%-27.6pp | 72.7%-36.7pp | 67.6%-31.7pp |
| Annual return | 15.20% | -557.90%+573.1pp | 75.13%-59.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $792 | $1,837-56.9% | $2,729-71.0% | $2,755-71.3% |
| Participant deferral / active EE | $1,646 | $3,029-45.7% | $4,264-61.4% | $4,296-61.7% |
| Admin fee / account holder | $564 | $5,166-89.1% | $5,654-90.0% | $6,918-91.8% |