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 | $54,430 | $48,570+12.1% | $130,648-58.3% | $72,985-25.4% |
| Participation rate | 63.9% | 58.6%+5.4pp | 71.7%-7.8pp | 69.5%-5.6pp |
| Annual return | 21.33% | 38.63%-17.3pp | 1708.96%-1687.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,182 | $1,334-11.4% | $4,092-71.1% | $2,440-51.5% |
| Participant deferral / active EE | $1,960 | $2,384-17.8% | $3,603-45.6% | $3,607-45.7% |
| Admin fee / account holder | $2,995 | $3,549-15.6% | $5,464-45.2% | $5,124-41.6% |