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 | $117,607 | $91,538+28.5% | $129,995-9.5% | $75,163+56.5% |
| Participation rate | 61.2% | 71.4%-10.2pp | 78.5%-17.3pp | 67.2%-6.0pp |
| Annual return | 18.78% | -631.11%+649.9pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,391 | $2,845-16.0% | $4,320-44.6% | $2,670-10.4% |
| Participant deferral / active EE | $4,808 | $4,341+10.8% | $5,820-17.4% | $4,125+16.6% |
| Admin fee / account holder | $1,776 | $6,790-73.8% | $10,614-83.3% | $5,651-68.6% |