Filed January 31, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,683 | $54,701+47.5% | $86,188-6.4% | $71,457+12.9% |
| Participation rate | 53.8% | 60.1%-6.3pp | 69.0%-15.2pp | 67.9%-14.1pp |
| Annual return | 12.29% | 20.06%-7.8pp | 1168.45%-1156.2pp | 28.85%-16.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,985 | $3,108+60.4% | $3,985+25.1% | $4,289+16.2% |
| Admin fee / account holder | $16,113 | $1,922+738.6% | $6,852+135.2% | $1,587+915.1% |