Filed April 11, 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 | $75,710 | $76,401-0.9% | $106,387-28.8% | $64,186+18.0% |
| Participation rate | 54.9% | 73.5%-18.6pp | 77.5%-22.6pp | 69.6%-14.7pp |
| Annual return | -6.05% | -2.19%-3.9pp | 0.25%-6.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,674 | $2,680-37.5% | $3,520-52.4% | $2,381-29.7% |
| Participant deferral / active EE | $2,134 | $4,274-50.1% | $5,421-60.6% | $3,470-38.5% |
| Admin fee / account holder | $3,859 | $4,610-16.3% | $7,510-48.6% | $4,888-21.1% |