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 | $56,464 | $46,732+20.8% | $156,549-63.9% | $55,167+2.4% |
| Participation rate | 61.7% | 65.8%-4.1pp | 84.0%-22.3pp | 69.0%-7.3pp |
| Annual return | 6.81% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $407 | $2,105-80.7% | $5,501-92.6% | $1,963-79.3% |
| Participant deferral / active EE | $2,677 | $2,204+21.5% | $4,871-45.0% | $3,054-12.3% |
| Admin fee / account holder | $1,260 | $418+201.2% | $13,027-90.3% | $504+150.1% |