Filed March 12, 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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,280 | $127,065-87.2% | $113,168-85.6% | $142,382-88.6% |
| Participation rate | 44.4% | 79.2%-34.8pp | 76.6%-32.1pp | 80.1%-35.7pp |
| Annual return | 19.21% | 24.03%-4.8pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,708 | $3,442-50.4% | $2,975-42.6% | $4,299-60.3% |
| Participant deferral / active EE | $2,092 | $5,716-63.4% | $5,107-59.0% | $6,507-67.9% |
| Admin fee / account holder | $6,717 | $15,736-57.3% | $12,068-44.3% | $12,624-46.8% |