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 | $79,145 | $109,413-27.7% | $156,263-49.4% | $84,808-6.7% |
| Participation rate | 65.4% | 72.7%-7.3pp | 78.9%-13.5pp | 68.3%-2.9pp |
| Annual return | 12.22% | 20.18%-8.0pp | 59.47%-47.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,089 | $2,907-62.5% | $4,333-74.9% | $2,631-58.6% |
| Participant deferral / active EE | $2,861 | $4,590-37.7% | $6,158-53.5% | $4,212-32.1% |
| Admin fee / account holder | $24,902 | $9,357+166.1% | $14,255+74.7% | $7,344+239.1% |