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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,598 | $91,538-4.3% | $129,995-32.6% | $75,163+16.5% |
| Participation rate | 63.0% | 71.4%-8.4pp | 78.5%-15.5pp | 67.2%-4.2pp |
| Annual return | 16.65% | -631.11%+647.8pp | -137.18%+153.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $717 | $2,845-74.8% | $4,320-83.4% | $2,670-73.2% |
| Participant deferral / active EE | $4,779 | $4,341+10.1% | $5,820-17.9% | $4,125+15.8% |
| Admin fee / account holder | $36,011 | $6,790+430.3% | $10,614+239.3% | $5,651+537.3% |