Filed November 28, 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 | $48,824 | $46,360+5.3% | $147,614-66.9% | $52,331-6.7% |
| Participation rate | 68.9% | 64.9%+3.9pp | 84.6%-15.8pp | 68.1%+0.8pp |
| Annual return | -1.94% | 1.62%-3.6pp | 61.98%-63.9pp | 4.54%-6.5pp |
| Employer contribution / active EE | $430 | $2,126-79.8% | $5,564-92.3% | $1,882-77.1% |
| Participant deferral / active EE | $2,782 | $2,258+23.3% | $4,895-43.2% | $3,022-7.9% |
| Admin fee / account holder | $693 | $766-9.6% | $11,611-94.0% | $592+17.1% |