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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,446 | $59,417+52.2% | $93,606-3.4% | $74,495+21.4% |
| Participation rate | 53.9% | 59.7%-5.7pp | 68.7%-14.8pp | 67.2%-13.3pp |
| Annual return | 11.68% | 81.83%-70.2pp | 133.20%-121.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,850 | $3,050+59.0% | $4,411+10.0% | $4,346+11.6% |
| Admin fee / account holder | $6,396 | $3,021+111.7% | $8,285-22.8% | $1,942+229.4% |