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 | $84,367 | $90,745-7.0% | $130,231-35.2% | $75,163+12.2% |
| Participation rate | 60.7% | 71.1%-10.3pp | 76.3%-15.6pp | 67.2%-6.5pp |
| Annual return | 12.68% | 34.45%-21.8pp | 38.77%-26.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,097 | $3,314-36.7% | $4,126-49.2% | $2,670-21.5% |
| Participant deferral / active EE | $2,848 | $5,362-46.9% | $6,799-58.1% | $4,125-31.0% |
| Admin fee / account holder | $5,713 | $6,331-9.8% | $6,020-5.1% | $5,651+1.1% |