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 | $99,823 | $109,359-8.7% | $162,163-38.4% | $72,985+36.8% |
| Participation rate | 51.5% | 84.3%-32.7pp | 87.6%-36.0pp | 69.5%-18.0pp |
| Annual return | 23.23% | 25.46%-2.2pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $542 | $3,907-86.1% | $5,614-90.3% | $2,440-77.8% |
| Participant deferral / active EE | $3,266 | $5,481-40.4% | $7,298-55.3% | $3,607-9.5% |
| Admin fee / account holder | $482 | $7,972-94.0% | $10,843-95.6% | $5,124-90.6% |