Filed June 3, 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 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 | $96,836 | $78,483+23.4% | $106,201-8.8% | $74,546+29.9% |
| Participation rate | 43.8% | 72.8%-29.1pp | 75.3%-31.5pp | 67.2%-23.5pp |
| Annual return | 11.52% | 15.94%-4.4pp | 116.26%-104.7pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $502 | $2,522-80.1% | $3,170-84.2% | $2,624-80.9% |
| Participant deferral / active EE | $2,137 | $4,320-50.5% | $5,012-57.4% | $4,347-50.8% |
| Admin fee / account holder | $14,505 | $2,236+548.8% | $11,039+31.4% | $1,944+646.3% |