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 | $136,993 | $125,758+8.9% | $169,993-19.4% | $75,163+82.3% |
| Participation rate | 68.8% | 83.6%-14.8pp | 87.0%-18.2pp | 67.2%+1.6pp |
| Annual return | 18.55% | 27.20%-8.6pp | 53.37%-34.8pp | 160.62%-142.1pp |
| Employer contribution / active EE | $728 | $4,615-84.2% | $6,785-89.3% | $2,670-72.7% |
| Participant deferral / active EE | $4,464 | $6,837-34.7% | $10,408-57.1% | $4,125+8.2% |
| Admin fee / account holder | $639 | $8,173-92.2% | $12,815-95.0% | $5,651-88.7% |