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 | $116,533 | $123,793-5.9% | $177,821-34.5% | $79,858+45.9% |
| Participation rate | 51.5% | 84.7%-33.1pp | 87.7%-36.2pp | 69.6%-18.1pp |
| Annual return | 15.15% | 22.82%-7.7pp | 48.32%-33.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $627 | $4,095-84.7% | $5,918-89.4% | $2,471-74.6% |
| Participant deferral / active EE | $3,866 | $5,956-35.1% | $7,714-49.9% | $3,740+3.4% |
| Admin fee / account holder | $1,187 | $7,243-83.6% | $12,427-90.4% | $5,306-77.6% |