Filed April 23, 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.
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 | $47,674 | $46,869+1.7% | $122,332-61.0% | $70,131-32.0% |
| Participation rate | 59.2% | 58.2%+1.0pp | 71.6%-12.5pp | 69.5%-10.4pp |
| Annual return | 14.22% | 24.22%-10.0pp | 30.27%-16.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,029 | $1,288-20.1% | $4,050-74.6% | $2,342-56.1% |
| Participant deferral / active EE | $1,739 | $2,166-19.7% | $3,287-47.1% | $3,332-47.8% |
| Admin fee / account holder | $460 | $3,322-86.1% | $5,478-91.6% | $4,645-90.1% |