Filed March 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,763 | $56,897+238.8% | $84,750+127.4% | $62,891+206.5% |
| Participation rate | 67.5% | 68.5%-1.0pp | 76.6%-9.1pp | 69.3%-1.8pp |
| Annual return | -47.95% | 6.30%-54.3pp | 22.78%-70.7pp | 20.14%-68.1pp |
| Employer contribution / active EE | $2,811 | $2,400+17.1% | $3,574-21.4% | $2,281+23.2% |
| Participant deferral / active EE | $6,896 | $2,709+154.5% | $3,712+85.8% | $3,203+115.3% |
| Admin fee / account holder | $46,485 | $3,581+1198.2% | $5,332+771.8% | $4,296+982.2% |