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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,490 | $91,019-7.2% | $392,568-78.5% | $72,985+15.8% |
| Participation rate | 59.6% | 74.4%-14.8pp | 78.1%-18.4pp | 69.5%-9.9pp |
| Annual return | 15.92% | 20.00%-4.1pp | 24.42%-8.5pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,751 | $2,751-36.4% | $3,783-53.7% | $2,440-28.2% |
| Participant deferral / active EE | $2,248 | $4,570-50.8% | $5,985-62.4% | $3,607-37.7% |
| Admin fee / account holder | $4,294 | $4,895-12.3% | $6,260-31.4% | $5,124-16.2% |