Filed August 11, 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 | $57,733 | $102,317-43.6% | $146,958-60.7% | $80,856-28.6% |
| Participation rate | 60.4% | 75.8%-15.4pp | 82.2%-21.7pp | 67.6%-7.2pp |
| Annual return | 36.02% | 134.76%-98.7pp | 418.34%-382.3pp | 35.59%+0.4pp |
| Employer contribution / active EE | $3,968 | $3,713+6.9% | $4,933-19.6% | $2,755+44.0% |
| Participant deferral / active EE | $5,905 | $6,644-11.1% | $8,070-26.8% | $4,296+37.5% |
| Admin fee / account holder | $5,734 | $7,941-27.8% | $12,998-55.9% | $6,918-17.1% |