Filed January 27, 1997
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 6-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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,139 | $101,724-90.0% | $164,813-93.8% | $80,856-87.5% |
| Participation rate | 61.3% | 71.8%-10.5pp | 78.6%-17.3pp | 67.6%-6.3pp |
| Annual return | 13.41% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,085 | $2,953-63.3% | $4,341-75.0% | $2,755-60.6% |
| Participant deferral / active EE | $1,601 | $4,477-64.2% | $6,031-73.5% | $4,296-62.7% |
| Admin fee / account holder | $2,599 | $8,227-68.4% | $12,690-79.5% | $6,918-62.4% |