Filed July 29, 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 9-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 | $115,418 | $81,900+40.9% | $119,609-3.5% | $68,494+68.5% |
| Participation rate | 51.3% | 71.9%-20.6pp | 79.3%-27.9pp | 67.9%-16.6pp |
| Annual return | -16.89% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $717 | $2,693-73.4% | $4,232-83.0% | $2,596-72.4% |
| Participant deferral / active EE | $4,782 | $4,148+15.3% | $5,602-14.6% | $4,027+18.8% |
| Admin fee / account holder | $39,181 | $6,582+495.3% | $10,323+279.5% | $5,403+625.2% |