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 | $221,946 | $64,839+242.3% | $95,585+132.2% | $84,808+161.7% |
| Participation rate | 32.8% | 63.8%-31.0pp | 72.1%-39.2pp | 68.3%-35.5pp |
| Annual return | 17.77% | -670.96%+688.7pp | 38.56%-20.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $857 | $1,759-51.3% | $2,527-66.1% | $2,631-67.4% |
| Participant deferral / active EE | $1,548 | $2,965-47.8% | $4,023-61.5% | $4,212-63.2% |
| Admin fee / account holder | $3,615 | $5,964-39.4% | $6,127-41.0% | $7,344-50.8% |