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 | $114,996 | $110,094+4.5% | $151,611-24.2% | $68,494+67.9% |
| Participation rate | 60.6% | 84.0%-23.4pp | 87.5%-26.9pp | 67.9%-7.3pp |
| Annual return | -17.88% | -10.12%-7.8pp | 3.33%-21.2pp | -7.84%-10.0pp |
| Employer contribution / active EE | $679 | $4,471-84.8% | $6,166-89.0% | $2,596-73.8% |
| Participant deferral / active EE | $4,146 | $6,527-36.5% | $8,363-50.4% | $4,027+3.0% |
| Admin fee / account holder | $619 | $7,719-92.0% | $11,616-94.7% | $5,403-88.5% |