Filed October 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 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 | $90,875 | $81,900+11.0% | $119,609-24.0% | $68,494+32.7% |
| Participation rate | 65.6% | 71.9%-6.3pp | 79.3%-13.6pp | 67.9%-2.3pp |
| Annual return | -15.72% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,396 | $2,693-11.0% | $4,232-43.4% | $2,596-7.7% |
| Participant deferral / active EE | $4,659 | $4,148+12.3% | $5,602-16.8% | $4,027+15.7% |
| Admin fee / account holder | $19,418 | $6,582+195.0% | $10,323+88.1% | $5,403+259.4% |