Filed July 23, 1997 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,360 | $94,529-10.8% | $140,016-39.7% | $64,186+31.4% |
| Participation rate | 40.5% | 84.1%-43.5pp | 87.5%-47.0pp | 69.6%-29.0pp |
| Annual return | 1.15% | 7.77%-6.6pp | 651.12%-650.0pp | 7.63%-6.5pp |
| Employer contribution / active EE | $445 | $3,812-88.3% | $5,606-92.1% | $2,381-81.3% |
| Participant deferral / active EE | $2,621 | $5,250-50.1% | $6,927-62.2% | $3,470-24.5% |
| Admin fee / account holder | $1,219 | $6,741-81.9% | $10,705-88.6% | $4,888-75.1% |