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 | $88,629 | $95,762-7.4% | $379,746-76.7% | $79,858+11.0% |
| Participation rate | 57.4% | 74.0%-16.5pp | 78.4%-21.0pp | 69.6%-12.2pp |
| Annual return | 13.53% | 18.26%-4.7pp | 34.90%-21.4pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,831 | $2,695-32.1% | $3,540-48.3% | $2,471-25.9% |
| Participant deferral / active EE | $2,440 | $4,705-48.1% | $6,024-59.5% | $3,740-34.8% |
| Admin fee / account holder | $16,875 | $6,745+150.2% | $7,927+112.9% | $5,306+218.0% |