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 | $140,088 | $84,414+66.0% | $164,813-15.0% | - |
| Participation rate | 65.7% | 69.4%-3.7pp | 78.6%-12.9pp | - |
| Annual return | 15.56% | 13.94%+1.6pp | 69.93%-54.4pp | - |
| Employer contribution / active EE | $2,444 | $2,400+1.8% | $4,341-43.7% | - |
| Participant deferral / active EE | $5,086 | $4,277+18.9% | $6,031-15.7% | - |
| Admin fee / account holder | $7,043 | $4,429+59.0% | $12,690-44.5% | - |