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 | $129,055 | $66,098+95.2% | $101,794+26.8% | $74,304+73.7% |
| Participation rate | 50.0% | 53.8%-3.8pp | 69.2%-19.2pp | 60.3%-10.3pp |
| Annual return | 12.62% | 19.59%-7.0pp | 30.53%-17.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,435 | $2,781+59.5% | $4,084+8.6% | $3,767+17.7% |
| Admin fee / account holder | $7,714 | $4,146+86.1% | $8,777-12.1% | $2,969+159.8% |