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 | $138,336 | $137,414+0.7% | $189,513-27.0% | $85,850+61.1% |
| Participation rate | 58.1% | 84.6%-26.5pp | 87.8%-29.7pp | 69.3%-11.3pp |
| Annual return | 25.33% | 38.14%-12.8pp | 555.15%-529.8pp | 318.53%-293.2pp |
| Employer contribution / active EE | $650 | $4,344-85.0% | $6,162-89.4% | $2,565-74.6% |
| Participant deferral / active EE | $4,161 | $6,260-33.5% | $8,221-49.4% | $3,952+5.3% |
| Admin fee / account holder | $8,601 | $8,630-0.3% | $12,045-28.6% | $6,260+37.4% |