Filed February 5, 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 | $56,096 | $81,900-31.5% | $119,609-53.1% | $68,494-18.1% |
| Participation rate | 69.6% | 71.9%-2.3pp | 79.3%-9.7pp | 67.9%+1.7pp |
| Annual return | -19.81% | -23.82%+4.0pp | -14.97%-4.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,407 | $2,693-47.8% | $4,232-66.7% | $2,596-45.8% |
| Participant deferral / active EE | $3,759 | $4,148-9.4% | $5,602-32.9% | $4,027-6.7% |
| Admin fee / account holder | $1,782 | $6,582-72.9% | $10,323-82.7% | $5,403-67.0% |